Wands (Oracle) 5.10 : Shared Templates Drive

The Shared Templates Drive is an integrated document management system that makes it easy to securely share, organize and discover Excel4apps Wands related Excel template files. It is accessible from the Excel4apps, GL Wand, RDM, Budget Wand and Reports Wand menus.

What type of files should be stored in the Drive?

When uploading a file you will have the opportunity to classify it using one of the following Template Type classifications:

Template TypeDescription
GL Wand ReportAny file containing GL Wand related formulas and calculations.
RDM TemplateRDM Template files used to replicate and distribute GL Wand Reports.
RDM Scheduler TemplateRDM Scheduler files used to schedule the execution of RDM Template(s).
Budget Wand Upload TemplateFiles containing Load Budget functions.
Reports Wand ReportReports Wand Reports and files containing Reports Wand Run Report functions.
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The Shared Templates Drive is not intended to be a replacement for your Enterprise document management system and should only be used to store template files related to Excel4apps Wands Products.

To keep your Shared Templates Drive organized and uncluttered, encourage users to use this simple rule of thumb: "If you are unable to classify your file using one of these groupings, it probably means that it should not be stored in the Shared Templates Drive".

File Permissions

File permissions are controlled by file ownership and the Excel4apps Wands System Administrator profile. The following table details the Shared Templates action and it's related control.

ActionControl
Open FileA file can be opened by any user.
Create FileAny user can create a new file.
Edit FileOnly the owner or users assigned the Excel4apps Wands System Administrator profile can edit a file.
Delete FileOnly the owner or users assigned the Excel4apps Wands System Administrator profile can delete a file.