Marketplace
Find ready-made forms, reports, emails and skills, install them and handle their updates.
The Marketplace lists forms, reports, emails and skills published for your country. It is free to add content. Under Manage in the sidebar, open Marketplace, or open Library and choose Marketplace inside it if you can create templates.
Everyone who uses templates can browse. Installing content for the practice needs the "Activate content library" permission, which owners and admins have by default. Skills are different: each person adds their own.
Browse and check a listing
Use Search Marketplace…, the topic filters or Collections to find content. Open a listing to check it before you install:
- Published by and Source show who made it and where it comes from.
- A license line says whether it is free with attribution, public domain, used with permission or owned by the publisher.
- Available in lists the languages, and Countries shows where it applies.
- A preview and a list of Versions show what you would get.
Availability depends on your practice's country. Changing your interface language does not change which content you can see.
Install content
- Open the listing.
- Choose Install.
- Find the item in the Library and use it.
Install makes the content available to your whole practice. Below the button, Salisan says which version you get. Updates that only change wording apply automatically, and a new structural version asks first. If you do not have permission, the button reads Ask an owner or admin to add this.
A collection is a starting set, not a subscription. Choose Install remaining to add the items you do not have yet. Recalled items are skipped.
For a skill, the button is Add to My skills. This adds it only to your own Agent, and you switch it on or off in Agent settings. See Skills.
Update installed content
Installed items with a newer version show Update to and the version. Open it to see What changes, marked Wording or Structural, and the release note.
Choose Update to move to the new version, or Keep the current version.
For forms, responses already collected stay on the version they were collected under. New responses use the new version, and Insights keeps the two apart.
Remove content
Choose Remove from organization on the listing. Salisan first shows Still in use: the open deliveries, queued sends and care plan references that use the content. Check them before you choose Remove.
The item stays in the Marketplace, so you can install it again later. If a publisher withdraws content, it is marked Withdrawn by the publisher or Recalled and can no longer be used. Remove it and choose a replacement.
Make your own copy
If the license allows it, choose Duplicate to your library to get an editable copy.
A copy stops receiving updates from the publisher, and your practice becomes responsible for keeping it correct. The copy is marked as based on the original and its version.