IBM FileNet P8, Version 5.2            

Accessing an entry template

Accessing an entry template from Workplace XT and from within an integrated Office application involves some different steps.

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.

Follow the procedure to use an entry template in Workplace XT or Workplace.

  1. Navigate to an entry template, and select the Open or Advanced Open action.
  2. From the Tools menu, click Add Document Using Template.
  3. Add a document to a folder which has one or more entry templates associated with it.


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Last updated: March 2013
wp_entrytemplate_use.htm

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