Creating a new document from a template

Find the template you wish to use to create a new document.

Tip:  You can only create a new document from a template, if the template is in the published state.

Select Create from template from a template's:

Card

1. Selecting for the template, then Create from template.

Details page

1. Select for the template then Details to open its Details page.
2. Select Create from template on the Summary section.

To create the new document in a different container other than your Home folder, select or choose a recently used Container from the drop-down list.

On the Change container dialog box, there are a number of browse options for you to choose from to select a different container:

• On the Recent tab, select a container from the list of ones you have recently accessed, then Use selected.
• On the Handy tab, use the Navigation pane to browse your Handy, select a container, then Use selected.
• On the Home tab, use the Navigation pane to browse your Objective Home folder to find and select the container you want. Then choose Use selected.

Object aliases will not be displayed on the Home tab.

• On the Global tab, use the Navigation pane to browse your Objective Global folder to find and select the container you want. Then choose Use selected.

• On the Find tab, select the object type from the drop-down and enter your search criteria in the adjacent textbox. Select Find to display the search results. If you have multiple containers with the same name, you can select the to view the container's hierarchy.

  Choose a container from the results list, then Use selected.
  

  You can also select a container in the search results and navigate to it, where you can select it's sub-folders or any other folder.

The Selected field of the Change container dialog box lists your chosen container.

Or you can simply drag-and-drop another container from your Content pane into the Container field of the Create from template dialog box.

An error message displays if the selected container is not appropriate or you do not have the appropriate permissions to use it.

Select an object type from the Upload document as drop-down list.

The default type is document.

Set your publishing options.

1. To release the new document as a published version, tick the Immediately publish checkbox.
2. To identify the new document as a record in your organisation, tick the Set corporate value checkbox.

If you do not choose a publishing option, the new document is added to Objective ECM as a draft.

Expand the Security settings section:

1. Select a Security Classification from the drop-down list.

   You can only select options in the Security settings section if you have permission to do so and the section is visible.

   Security classifications can be used to configure the available access levels to stored data. Each user also has a Highest Available Classification assigned to them, which allows them to view objects of certain security classifications. This means that when you have set an object's security classification, any user with a Highest Available Classification equal to or higher than that object's security classification, is able to see it.

   Tick the Use inherited classification checkbox to use the listed classifications that are already part of the target / parent container.

2. Select Caveats from the drop-down lists.

   Caveats are used in your organisation to secure information relating to an area of practice or specific knowledge level. If your administrator has set up caveats to be visible to all users, you will be able to assign caveats to objects that have been assigned to you or a specific caveat group. You must also have the appropriate user privileges to assign 'inactive' caveats (those that are no longer in use) where necessary.

   You can Find a caveat by entering the Name of the caveat then selecting Find. Choose the appropriate caveat from the search results, then Use selected.

   Tick the Use inherited caveats checkbox to use the listed caveats that are already part of the target / parent container.

Expand Add fields to select a catalogue from the drop-down list.

Depending on the catalogue selected, you may have other choices to make.

Keyword fields

For some object types, you will need to choose the appropriate keyword library to use. Your organisation may have created a custom keyword thesaurus to enable the classification and retrieval of records. Assigning keywords to an object will enable faster retrieval in searches and queries.

All objects in Objective ECM (except for keywords) can use keywords.

Keywords are grouped in the list by keyword library.

• Select the appropriate keyword library from the User Catalogue drop-down list.
• Either, select a keyword from the list or Find a keyword. Enter your keyword search criteria in the Name field. If you do not select Show non-preferred, only frequently used terms will be displayed in the search results.

Select the appropriate keyword usage from the search results.

Note:   In Objective Navigator, your Objective administrator must have already added keywords to the keyword library and defined them as being able to be assigned to objects, before you can include them with your objects.

Fields from other applications

If your catalogue fields are mapped to another application, you can search and select field values from that application. For more information, see Searching and selecting catalogue field values from third-party applications.

Select Create.

The new document is added to Objective ECM with a unique ID.

If you have Objective Director installed, the new document created from the template is locked to you and it opens in the appropriate application ready for you to edit.

If you do not have Objective Director installed, the new document created from the template is downloaded by your browser, ready for you to open and edit.