Assigning Template Properties

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

Note: You will most likely not need to perform all seven steps for every template you create.

Step 1: Set the template's critical properties (Title, Document Type, Sites) and other optional properties (Document Review Interval, Warning Period, Publication Date, Email Notifications, Editing Document, Available To, and Mark as Read Text).

Step 2: Assign departments and categories for any documents created from this template.

Step 3: Assign the writers who will collaborate on writing any document created from this template.

Step 4: Assign the users who will review any document created from this template.

Step 5: Assign the users who will approve any document created from this template.

Step 6: Assign the users who will be required read each document created from this template.

Step 7: Set the security level for any document created from this template.

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