Configuring entry templates for adding and checking in documents

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15
You can add controls in the Attachments and Case Information widgets to add and check in documents by using entry templates.

Before you begin

Define entry templates in the IBM® Content Navigator Entry Template Manager.

About this task

Entry templates save you time when the items that you are adding or checking in to a repository require the same information. For example, entry templates can specify predefined values, such as the location, class, property values, or security for the items. The information that you enter is consistently applied to all of the items that you add or check in.
Restriction: You can create entry templates and configure your case management system to use the entry templates for adding documents to a case. This feature is only supported when the documents that you are adding are stored in the Content Cortex target object store repository. If your case management system supports adding documents from external repositories, such as IBM Content Manager repositories, entry templates are not supported when you add these documents.

Procedure

To add a control in the Attachment or Case Information widget to check in documents by using an entry template:

  1. Click the Edit Settings icon for the widget.
  2. Select the Menus tab and click Add Menu Item or select the Toolbars tab and click Add Button.
  3. Select the appropriate action:
    Widget Action
    Attachments Add Document Attachment with an Entry Template
    Case Information Import Document with an Entry Template
  4. Specify the version series ID of the entry template to use for adding or importing new documents.