We are deprecating Document templates
Originally, Cloudockit offered 5 templates that defined the contents of reports: Full, Essential, Executive, Billing and Changes.
Although it was practical to click on a template to select it, it did not offer the possibility to have 2 different reports at the same time: e.g. Billing for the Financial Department and Changes that allows to keep an eye on the evolution of the environment.
Furthermore, the content of each report was preset and could not be modified. And on the development side, workloads documenting maintenance started to become problematic as the Legacy way did not offer much flexibility when updating resources properties in the document.
Tailored Documents is the new reporting template !
In 2022, we decided to develop a new way to create reports and guarantee a better way to maintain them. In the December 2022 release of Cloudockit, we introduced Tailored documents, a more flexible way to customize reports and the possibility to generate more than one template in one scanning event.
In the May 2023 release, we added support for custom templates in Tailored documents.
Starting with the Fall 2024 release, Cloudockit templates are not maintained anymore and support will progressively be removed on templates in favor of Tailored documents: Cloudockit templates will still be usable but some resources sections may be missing in the reports so we strongly encourage our customers to start migrating to the new way of reporting: Tailored documents.
How to use Tailored Documents, please follow the guide !