Step 5 of the Add Document Policy Wizard is to define the properties of the new document policy. The Form Policy class is pre-assigned to the document policy.
To define the properties for the policy
The Offline Options section provides you with settings to make a form policy available for users to take offline. When the user takes the policy offline, all necessary files are packaged and transferred to their local file system. When they fill out a form and save it, a form draft file is created which is brought back online at a later time.
Choose Enabled to make this policy available to take offline.
Bring Form Online
The Bring Form Online options determine how the form draft is dealt with if the policy has been modified since the user took a form offline:
Form Online Display
This option determines whether or not Workplace should display the form results to the user immediately upon completion of the bring online action. This depends on the form data and whether additional information is required from the user. For example, as the policy author, you might want the form to immediately display to a user and request a signature for approval once a form is brought back online. There are two options.
For more information on how these settings affect users, see "Offline Forms " in Workplace Help.
Return to Create a Document Policy.