Accessing an entry template from Workplace XT, Workplace, and from within an integrated Office application involves some different steps.
To streamline the process of adding new documents, you or an administrator can design an entry template that provides default information. For example, you can use an entry template to automatically assign the document class and other document properties. An entry template can be associated with a specific folder. When you add an object to a folder with an associated entry template, the entry template is automatically used instead of the standard wizard. If more than one entry template is associated with the folder, you can select the entry template you want to use. See Work with entry templates for more information about entry templates. See Associate entry templates with folders for more information about associating entry templates with a folder.
Refer to the appropriate section for instructions.
Workplace XT | Application Integration BCS and Application Integration | Workplace |
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Do one of the following: Application Integration BCS
You can also add a document that is currently open. Right-click a folder and select Add document. The folder might be associated with one or more entry templates. Type information in the fields defined by the entry template that is assigned to the folder. Right-click the e-mails or e-mail attachments you want to add and select Add e-mail to IBM ECM or select Add attachment to IBM ECM. NOTE An entry template can be associated with a specific folder. When you add an object to a folder with an associated entry template, the entry template is automatically used instead of the standard wizard. If more than one entry template is associated with the folder, you can select the entry template you want to use. See Work with entry templates for more information about entry templates. See Associate entry templates with folders for more information about associating entry templates with a folder. Application Integration
When you add a document from within Outlook or an Outlook item, you must first select a profile. The profile settings determine whether you use the Add Document action or an entry template. Your site administrator creates profiles in the Application Integration site preference. |
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