Assigning Document Template Properties

The Properties Wizard breaks up property assignment for a document 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 documents created from this template.

Writers: Assign the writers who may collaborate on writing documents created from this template.

Reviewers: Assign the users who may review documents created from this template.

Approvers: Assign the users who may approve documents created from this template.

Assignees: Assign the users who may be required to read or be notified of documents created from this template.

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

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