Assigning Template Properties

The Properties Wizard breaks up property assignment for a template into the following steps. Click a step link to go to detailed instructions for that task.

Note: The steps available to you depends on the Workflow Configurations setting of the currently selected template.

Template Setup: Set the template's required properties (Title, Content Type, Sites) and other optional properties.

Category Types: Assign departments and categories for any documents/questionnaires created from this template.

Writers: Assign the writers who may collaborate on writing any document/questionnaire created from this template.

Reviewers: Assign the users who may review any document/questionnaire created from this template.

Approvers: Assign the users who may approve any document/questionnaire created from this template.

Assignees: Assign the users who may be required to read or be notified of each document created from this template, or who may be assigned to complete each questionnaire created from this template.

Security: Set the default security level for any document created from this template.

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