Access an entry template

Accessing an entry template from Workplace XT 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 Integration for Microsoft Office and Application Integration
Do one of the following:
  • Navigate to an entry template, and select the Open or Advanced Open action.
  • From the Tools menu, click Add Document Using Template.
  • Add a document to a folder which has one or more entry templates associated with it.
Do one of the following:

Integration for Microsoft Office

  • For Office applications, under the IBM ECM tab on the Microsoft® Office 2007 Ribbon, first select the object store that contains entry templates you might want to use. Click Entry Templates to select a specific entry template.

    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.

  • For Outlook, you can add emails and email attachments by dragging them to a folder or using menu options. If a specific entry template is not associated with the folder, an entry template is provided based on the email class assigned to your email.

    Right-click the emails or email attachments you want to add and select Add email 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

  • From an Office application's FileNet P8 or IBM FileNet Workplace XT menu, click Add > Add Document > Select an Entry Template.
  • From Outlook, locate the Outlook item you want to add. From the FileNet P8 or IBM FileNet Workplace XT menu, click Add, and then select a profile used for adding the item. The profile you select must have an entry template assigned to it.

    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.