Use an entry template

Use the sections below to help you complete an entry template. Not all sections are applicable; the options available in an entry template depend on the following factors:

Select a file

Select the file to add to the object store. Choose one of the following options:

You can add files assigned the same name when the entry template you are using is configured with this feature. See your designer to confirm the entry template is configured.

Select a folder

Select the folder you want to add the object to. The entry template definition can limit the folders you can select; if so, portions of the path are disabled.

Properties

Edit the property values and options as needed. Properties with an asterisk are required. Some properties might be read-only, some might be editable, and some might not be displayed at all.

Compound document

Indicate whether the document you are adding will be a compound document. The document you are currently adding is referred to as the parent document. Click Add Child to add documents that will be associated with the parent document. Click Show to view documents associated with the parent document.

Options

Indicate whether you want to add the object as a major version. For more information about document versions, see About versioning.

Security

Specify the security settings for the new object.

To add users or groups to the default list

  1. Click Add New.
  2. Select the domain from the Select in list.
  3. Select the Users option or the Groups option to refine the list of names available for adding.
  4. Type one or more characters for the beginning of the names to search. For example, to locate users named aalberto and amoss, type a. All user names beginning with "a" are returned. You can narrow the search by entering more characters. For example, aal would return aalberto and aallen, but not alemon or amoss.
  5. Click Search. After a brief delay, the matching names are displayed.

To change the access rights for a specific user or group

  1. Click the user or group name in the Title column.
  2. Select or clear the check boxes to allow or deny each permission level as needed. For more information, see Manage Security.