Working with managed templates on A365 vs file-based in private server

Do I need to add my templates to the managed content server, if so how, or is there a way to make the BOM exporter point to my templates on our company server?

Solution Details

Creating and adding templates is the same between Altium 365 and Altium Concord Pro. Please find below the reference links that detail how to manage the following items:

• Managed BOM Templates: https://www.altium.com/documentation/altium-designer/managed-bom-templates-ad
• Managed Component Templates (For Concord Pro and Altium 365 PRO Only): https://www.altium.com/documentation/altium-designer/managed-component-templates-ad
• Managed Project Templates: https://www.altium.com/documentation/altium-designer/managed-project-templates-ad
• Managed Schematic Templates: https://www.altium.com/documentation/altium-designer/managed-schematic-templates-ad
• Managed Draftsman Templates (Document and Sheet Types): https://www.altium.com/documentation/altium-designer/managed-draftsman-templates-ad

• to make sure that the server items are set to the “BOM Template” type, recognized by the  icon
• make sure that the BOM Templates folders’ Share options are set properly to restrict access to certain users as necessary

Regarding the default Local Templates, they are controlled by a folder path defined in the Altium Designer Client’s Preferences, under Data Management >> Templates as shown in the following image. It is required to disconnect from the server or workspace in order adjust this setting. Otherwise, you will not be able to edit as shown in the following image: