Configure entry templates
A Workplace XT administrative user can associate an entry template with a specific Workplace XT folder using the WebDAV option in Workplace XT site preferences. If the entry template has a workflow associated with it, the workflow is launched when the user adds a document to the folder via a WebDAV client.
Only one entry template can be associated with a specific folder. However, a specific entry template can be associated with multiple folders.
To add a new folder in Workplace XT
- Log in to Workplace XT.
- Select an object store name for the folder.
- If needed, navigate through the folders to select the appropriate location for the new folder.
- Click Add Folder, and complete the Add Folder wizard steps. Click Help if you need explanations for the wizard steps.
To associate an Entry Template with a folder
- Log in to Workplace XT as a user who is a member of the Application Engine Administrators access role.
- Navigate to Admin Tools and select Site Preferences.
- Select WebDAV Preferences > General.
- Click Select New Folder, and then click the folder that will be used for the association.
- Click Entry Template, and then select the entry template to be used. Click Apply.
- Click Exit.
To Delete an Entry Template Association
- Log in to Workplace XT as a user who is a member of the Application Engine Administrators access role.
- Navigate to Admin Tools and select Site Preferences.
- Click WebDAV Preferences > General.
- Click Delete Association.
CAUTION There is no confirmation when this option is selected.
- Click Apply.
- Click Exit.