Custom Document Picker Conference

Create a Conference

Create a new conference and give it a name of your choice. For example, if your conference is going to be used to contain documents for personnel postings, give it an appropriate name and icon that reflects the conference purpose.

Assign Container Template Groups

1. Open the permissions for the conference and add the conference to the two container template groups.
2. There is no reason to have this conference published so check Do not publish in Directory

Assign a Moderator

Add then name of your Moderator in the Who Field assign the access rights as Moderator
You can have more than one Moderator, so you may wish to also assign the Administrator account or the account you are currently using to develop this solution as the moderator as well, because only the moderator will see the split view and be able to create the Custom Documents conference.

Create a Custom Documents Conference

Open the new conference as one of the moderators and you will see the split view and the custom preview column.

1. Create a new unpublished conference called Custom Documents in the upper pane of the conference
2. Choose an appropriate icon
3. Set the view properties as unapproved (Recall that the permission for the parent container is to "hide unapproved items" so this container will only be visible to the moderator.)
4. and Protected

Open the new conference and choose View > View By Icon

Add Templates

As the moderator, you can now add custom template documents to your custom documents folder. The idea is that the documents are boilerplates or templates for all documents that will be used within this conference and will follow a particular format for consistency. For example, this includes adding a custom background header and setting a consistent set of headings. This picker will work in the same way that the generic document picker works when you choose File > New > new Document, but instead, when you click on the New Document Button, this conference of templates will open instead.
Each document in the template folder can have it's own unique icon and content.

Subscribe Moderators and Regular Users

The final step is to subscribe your moderators and users to the conference. Each type of user will get a different view of the conference based on the view that you have defined in the container template.