{"id":1697,"date":"2019-09-27T10:58:09","date_gmt":"2019-09-27T10:58:09","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/salesforce\/?post_type=lsvr_kba&#038;p=1697"},"modified":"2020-04-24T05:19:39","modified_gmt":"2020-04-24T05:19:39","slug":"add-template-to-content-type","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/add-template-to-content-type\/","title":{"rendered":"Add Template to Content Type"},"content":{"rendered":"<ol>\n<li>On the Content Type page, under <b>Templates<\/b>, click <b>View<\/b>. The <b>Templates<\/b> pop-up window appears.<\/li>\n<p><img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/addtemplate_2.jpg\" style=\"margin-left: auto;margin-right: auto;border: 1px solid black\"><\/p>\n<li>Click <b>Add Templates<\/b>. The <b>Add New Template<\/b> page appears. <img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/Addnewtemplate.jpg\" style=\"width: 700px;margin-left: auto;margin-right: auto;border: 1px solid black\"><\/li>\n<p>&nbsp;<\/p>\n<li>Enter the details to create a new template.Refer to the section on <a href=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/create-new-template-3\/\" target=\"_blank\" rel=\"noopener noreferrer\">Create New Template<\/a> for more details.<\/li>\n<li>Click <b>Create<\/b>.The template is created.<\/li>\n<li>Under <b>Converse Settings<\/b>, click <b>Compliance<\/b>. The Compliance page appears.<\/li>\n<li>Click <b>Step 2<\/b>. The list of Content types appear.<br \/>\n<img decoding=\"async\" src=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/compliance_consentnew.jpg\" style=\"width: 700px;margin-left: auto;margin-right: auto;border: 1px solid black\"><\/li>\n<li>Under <b>Templates<\/b>, click <b>View<\/b>. The <b>Templates<\/b> pop-up window appears displaying the tagged template if you have already tagged it with the content type at the template creation stage.<br \/>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/addtemplate_5.jpg\" style=\"margin-left: auto;margin-right: auto;border: 1px solid black\"><\/li>\n<p>&nbsp;<\/p>\n<table border=\"10\">\n<tbody>\n<tr>\n<td style=\"width: 100px\"><img loading=\"lazy\" decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/info-icon.svg\" alt=\"\" border=\"3\" height=\"32\" width=\"32\"><\/td>\n<td style=\"width: 804px\">While creating templates, you can select the content type in the drop-down list.This will tag the template.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<li>If your templates are not tagged, click <b>Add Templates<\/b>. The <b>Tag Template<\/b> pop-up window appears.<br \/>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/addtemplate_3.jpg\" style=\"margin-left: auto;margin-right: auto;border: 1px solid black\"><\/li>\n<p>&nbsp;<\/p>\n<li>Select the template you want to tag.<\/li>\n<li>Click <b>Apply<\/b>. The <b>Templates<\/b> pop-up window appears displaying the tagged template. <img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/addtemplate_4.jpg\" style=\"margin-left: auto;margin-right: auto;border: 1px solid black\"><\/li>\n<p>&nbsp;<\/p>\n<li>Click <img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/del_usericon.jpg\">. The Content Type page appears displaying the Template column for the Content Type updated with <b>1 View<\/b>.<br \/>\n&nbsp;<br \/>\n<img decoding=\"async\" src=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/compliance_consentnew3.jpg\" style=\"margin-left: auto;margin-right: auto;border: 1px solid black\"><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>On the Content Type page, under Templates, click View. The Templates pop-up window appears. Click Add Templates. The Add New Template page appears. &nbsp; Enter the details to create a new template.Refer to the section on Create New Template for more details. Click Create.The template is created. Under Converse Settings, click Compliance. The Compliance page [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[],"lsvr_kba_tag":[61,280,57],"class_list":["post-1697","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_tag-configure-converse-settings","lsvr_kba_tag-configure-new-compliance-1-59","lsvr_kba_tag-converse-1-59-admin"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1697","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/comments?post=1697"}],"version-history":[{"count":3,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1697\/revisions"}],"predecessor-version":[{"id":1727,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1697\/revisions\/1727"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=1697"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=1697"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=1697"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}