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Shared Templates Drive

The Shared Templates Drive is an integrated document management system that makes it easy to securely share, organize and discover Wands related Excel template files. It is accessible from the Wands and Product 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 Type Description
GL Wand Any file containing GL Wand related formulas and calculations.
Reports Wand Reports Wand Reports and files containing Reports Wand Run Report functions.

Note: 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 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 the Template Type classifications, it probably means that it should not be stored in the Shared Templates Drive“.

File Permissions

Only users assigned Admin or Designer Licenses in Angles Professional can Create, Edit or Delete files on the shared templates drive. All other users can only view and download these templates.

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