Create a document policy
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
- There are several prerequisites you must complete before you create a document policy. See Get started with form policies for more information.
- Version updates made to policies are not reflected in existing form data. Form data always retains an association to the version of the policy that was used to create it.
1. Launch the Add Document Policy Wizard:
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.
2. Step through the Document Policy Wizard:
Create Policy
- Select Form Template.
- Select Entry Template (optional).
- Map Form Fields (optional).
Save Policy
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