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
- Click Browse/Search for Form Template. The
Select Object page appears.
- 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.
- TIP To change the selected object
store, click Object Stores in the Path.
- Click Select from Versions below
the description of the desired ITX.
- 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.
- Click Advanced Options to access the toolbar
settings. See Document
Policy - Advanced Options for more details.
- 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.