A document policy defines the relationship between a form, a form data entry template, and form field mappings. For more detail on policies, entry templates and mapping fields in Workplace, see Get started with form policies.
NOTE
IBM FileNet Workplace XT
- Click Tools.
- Select Advanced Tools > Form Policies > Add.
- Click Select under Document Policy.
Workplace
- Click Author to access the Author page.
- Click Advanced Tools. Your site administrator determines if you have access to this feature.
- Click Add Form Policy.
- Click Select under Document Policy.
Create Policy
- Select Form Template.
- Select Entry Template (optional).
- Map Form Fields (optional).
Save Policy