Creating a New Credential Template - Creating a New Credential Template - Content Innovation Cloud - Hyland Credentials - Current/Hyland-Credentials/ist1712153308248 - Current - Current

Hyland Credentials
Platform
Content Innovation Cloud
Product
Hyland Credentials
Release
Current
License
ft:lastPublication
2026-10-05T22:08:38.280649
ft:locale
en-US

To create a new credential template:

  1. Log in to the User Portal and select the Credentials tile.
    The Document Types page is displayed.
  2. Select a document type from the available list by clicking anywhere on the relevant document type row.
    Note: You must create at least one document type to create a template.
  3. Select New Template.
    The Create new Template dialog box is displayed.
    Create New Template dialog box
  4. In the Name and Description fields, enter the name and description of the new template.
  5. In the Schema field, click the plus sign icon to browse to the JSON file schema of our recipient data. If you are unsure about the schema file type, click Schema Guidelines below the Schema field. Also, see Schema for more information.
  6. Optional. In the Sample data file field, click the plus sign icon to browse to the JSON file representing a sample of your recipient data.
  7. Optional. In the Import Template Layout field, click the plus sign icon to browse to the JSON file of a previously exported template.

    Once you create a template, you can export it as a .json file and then import it to design a new template.

  8. Click Create.
    A new credential template is created and the template layout opens in edit mode.