The Define Templates step defines the security template to use at each of the document's possible states.
Document states are related to document versioning. As a document progresses through cycles of minor version to major version, the document is always in one of four possible states. The security policy defines the automatic security applied to the document as it is checked in, checked out, promoted, and demoted. The default document states are:
Your site administrator can change the names of the document states for your site.
You can define a security template for each of these four states. Depending on your business requirements, you might not need to define a template for each state. If there is no security template for a specific document state, then the existing security for the document is carried forward to the next state.
You can also create new custom application templates. An application template can only be applied by custom software and requires software development support.
You can define a template for a particular state, then disable the template. The template is stored in the object store for future retrieval, but it will not be applied to documents while it is disabled.
To define a security template:
To delete an existing security template: