Select the form template

Step 1 of the Add Document Policy Wizard is to choose an ITX form template and set toolbar options.

To select an ITX form template

  1. Click Browse/Search for Form Template. The Select Object page appears.
  2. Click Search and enter the appropriate search criteria for the template (e.g., a document title), or browse to the object store folder containing the deployed ITX form template. The object store folder is added to the Path near the top of the page and a list of folders is displayed.
  3. TIP To change the selected object store, click Object Stores in the Path.
  4. Click Select from Versions below the description of the desired ITX.
  5. Click Select below the desired ITX version to complete the selection. This returns you to the Select Form Template page and the template you selected is listed in the Selected Form field.
  6. Click Advanced Options to access the toolbar settings. See Document Policy - Advanced Options for more details.
  7. Click Select entry template or Next to move to the next step in the Document Policy Wizard, Select a form data entry template.

NOTE   After you add a form template to a Workplace, you can test it with the Test Form Template feature in Workplace. With this feature, you can test your form template before you create a form policy. To access the Test Form Template feature, right-click the form template name or icon and choose Test Form Template from the menu. The form opens in test mode, allowing you to test its features. You cannot save data when the form is open in test mode.

Return to Create a Document Policy.