Modify a document policy
Use the procedure below to access the workflow policy creation wizard in modify mode. 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.
To modify a document policy
- Locate the document policy in the object store.
- Right-click the policy link and select Modify Document Policy. The document policy wizard launches in modify mode. This provides access to all settings for the policy. Click the appropriate wizard step to access the settings you want to change. Components for each step that were attached during the policy's creation (e.g., the entry template) are listed at the top of the screen. The Summary section at the bottom of the screen lists components that are associated with the policy.
- Click the step you want to access and locate the settings you want to modify.
Modify Policy
Save Policy
- Click Finish to complete the process and save your changes.
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