Document Templates Tab Page

Use

With the specifications you make on this tab page, you define:

  • Which document templates are offered to the user.

  • The container element of the workflow container in which the document is stored.

  • Who the responsible agent of the step is

Activities

Make the following settings:

Document Templates

Enter the document templates that the document to be created should relate to. If you enter more than one template, the user can choose which template is to be used when the step is executed. If you do not enter any templates, the user is offered all possible templates for selection. If the template required does not exist, select . For more information, see Creating Document Templates.

Element for document

You must choose a container element in the workflow container for the new document. Use the F4 input help. If you enter a container element that does not yet exist, it is created automatically.

Agent determination

You process the responsible agents and

the excluded agents for the document from template. These specifications only apply to this step and complement the specifications on organizational responsibility. For more information, see Defining Responsibilities.