Use an entry template
Use the sections below to help you complete an entry template. Not all sections are applicable; the options available in an entry template depend on the following factors:
- The type of object. You can use an entry template to add documents, folders, or custom objects.
- The entry template design. The entry template designer can specify values or hide options to streamline the process.
- How you access the entry template. If you have already selected a file or folder, you don't need to specify these options in the entry template.
Select a file
Select the file to add to the object store. Choose one of the following options:
- Select Local File to add a file
from your local computer.
Delete Local File appears if File Tracker is available. Select this option if you want the local copy of the document you are adding to be deleted from your computer once it is added to the object store. The local copy must be closed when it is deleted. Your site administrator determines whether or not you can override the default setting for this option.
- Select External File to specify a URL path to a file that resides outside your application environment, such as a file on your corporate intranet or a file on the internet. Type the complete, correct URL for the document.
- Select None to add a document that cannot be located in a computer, such as a physical videotape. An external item cannot be stored electronically, but the object store will contain a collection of properties about the item.
You can add files assigned the same name when the entry template you are using is configured with this feature. See your designer to confirm the entry template is configured.
Select a folder
Select the folder you want to add the object to. The entry template definition can limit the folders you can select; if so, portions of the path are disabled.
Properties
Edit the property values and options as needed. Properties with an asterisk are required. Some properties might be read-only, some might be editable, and some might not be displayed at all.
Compound document
Indicate whether the document you are adding will be a compound document. The document you are currently adding is referred to as the parent document. Click Child to add documents that will be associated with the parent document. Click Show to view documents associated with the parent document.
Options
Indicate whether you want to add the object as a major version. For more information about document versions, see About versioning.
Security
Specify the security settings for the new object.
To add users or groups to the default list
- Click Add New.
- Select the domain from the Select in list.
- Select the Users option or the Groups option to refine the list of names available for adding.
- Type one or more characters for the beginning of the names to search. For example, to locate users named aalberto and amoss, type
a
. All user names beginning with "a" are returned. You can narrow the search by entering more characters. For example,aal
would return aalberto and aallen, but not alemon or amoss. - Click Search. After a brief delay, the matching names are displayed.
- If the number of matching names is greater than the default for displaying, not all matches are displayed. Change the search criteria and search again to see more results.
- Select the desired names from the list.
To change the access rights for a specific user or group
- Click the user or group name in the Title column.
- Select or clear the check boxes to allow or deny each permission level as needed. For more information, see Manage Security.
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