Template Management

Umo Editor Next provides template management functionality, allowing you to create, manage, and use document templates within Umo Editor.

Screenshots

Umo Editor Template Management

Use Cases

Standardized documents (contracts/policies/reports): keep structure and formatting consistent
Enterprise policy library: maintain templates by category and reuse them across teams
Form-like authoring: define fixed fields and paragraphs, then fill in placeholders
Multi-role workflows: separate template authors from business fillers to reduce mistakes
Delivery document production: ensure stable output formatting (Word/PDF/images)
Long-term template evolution: combine version history and Track Changes for auditability

Works Well With

Content Locking: lock the template skeleton and key clauses, leaving only fillable areas editable: Content Locking
Track Changes: enable Track Changes while maintaining templates, finalize, then publish: Track Changes
Version History: save milestones for templates or key documents for rollback and comparison: Version History
Import: import existing Word/Office docs and curate them into templates: Import
Comments: discuss clauses and filling rules in threads and keep decisions traceable: Comments

Configuration Example

const defaultOptions = {
  // Template configuration options
  template: {
    categories: [],
    async onList() {},
    async onGet() {},
    async onCreate() {},
    async onUpdate() {},
    async onDelete() {},
  },
}

Configuration Description

template.categories

Description: A list of template categories. You can customize template categories according to your needs. Each category is an object containing a category name and ID.

Type: Array

Default: []

Example: [{ label: 'Example Category', value: '1' }]

template.onList

Description: An asynchronous method to retrieve the template list. You need to return the template list in this method.

Type: Async Function

Parameters: Object

pageIndex: Current page number, starting from 1.
pageSize: Number of templates per page, default is 10.
keyword: Search keyword, used to search template names.
category: Category value, see template.categories, used to filter templates by category value.