Workflow template Activity Documents page

The Workflow template Activity Documents page enables you to manage the Activity's documents.

1. Right-click a Workflow Activity and select Properties.
2. Right-click in the blank area for the options:
   • Add
     • Add Working Document - set defaults for the working document placeholders for documents to be created or attached within this Activity.
       • Placeholder Title - proposed title for the new document
       • Record must be associated before Activity can be completed - select so that the user must select a document for the placeholder to complete the Activity
       • Supercopy from existing Record - click to search for an existing record to act as a template.

         Content Manager will copy that record and attach the copy to the Activity.

       • Default Record Type - sets the default record type for the document
       • Default Container - sets the default container for the document
     • Add Working Document (Review) - to select a Content Manager document a user needs to review during this Activity.

       The Select Document dialogue box appears.

       Expand a previous Activity and select a document placeholder to review

       NOTE: An Activity cannot have a review document created by an Activity following the current Activity.

     • Add Reference - select a Content Manager reference document to include in the Activity.

       The Select Document dialogue box appears.

       Expand a previous Activity and select a document placeholder to make a reference to

       NOTE: An Activity cannot reference the documents created by this Activity's successor Activities.

3. Once the Activity has a document placeholder, you can right-click it for the options:
   • Copy - copies the metadata to the clipboard
   • Delete - removes the document from the Activity
   • Properties - displays the document or placeholder Properties window