IBM FileNet P8, Version 5.2            

Accessing an entry template

To streamline the process of adding new documents, you or an administrator can design an entry template that provides default information. For example, you can use an entry template to automatically assign the document class and other document properties. An entry template can be associated with a specific folder. When you add an object to a folder with an associated entry template, the entry template is automatically used instead of the standard wizard. If more than one entry template is associated with the folder, you can select the entry template you want to use. See Work with entry templates for more information about entry templates. See Associate entry templates with folders for more information about associating entry templates with a folder.

  1. From an Office application's FileNet P8 or IBM FileNet Workplace XT menu, click Add > Add Document > Select an Entry Template.
  2. From Outlook, locate the Outlook item you want to add. From the FileNet P8 or IBM FileNet Workplace XT menu, click Add, and then select a profile used for adding the item. The profile you select must have an entry template assigned to it.
  3. When you add a document from within Outlook or an Outlook item, you must first select a profile. The profile settings determine whether you use the Add Document action or an entry template. Your site administrator creates profiles in the site preference.


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Last updated: March 2013
fimo_wp_entrytemplate_use.htm

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