Set the template's properties

Step 4 in the Declare as Record Entry Template wizard defines the properties of the template.

  1. Enter a document title for the template. If you do not enter a title, the Workplace browse and search pages display "undefined name," and the information page for the template displays "null" for the title.
  2. Enter a description for the template. The description is displayed in Workplace when a user is prompted to select an entry template for declaring a document as a record. Be as descriptive as possible to help users decide which template is appropriate for their needs.


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