Define Document Template
The context in which the document template is being created is listed. For example, when creating the template from the site context, Site is listed. For more information about the context, see About Document Templates.
Complete the following steps to define the document template:
1. Select the document type for which you are creating a template from the Type drop-down list. The options available are specific to your site.
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If you select a document type that is associated with a routing life cycle, there might be problems when users create documents using that template.
The default routing life cycles start automatically. When you create a document from a template using one of these life cycles and select the Check out and download option, the checkout and set state life cycle are caught in a race condition. This can cause two outcomes:
• The set state fails; the user has a checked-out document that is In Work, and the life cycle does not happen.
• The set state succeeds and the user has a checked-out, newly-created document that has been immediately routed for review.
PTC recommends you create your own routing life cycle that would contain a specific Submit task later in the process, not an automatic submission upon creation.
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2. Associate the ownership of the document template with an organization other than the owning organization of the current context by selecting the organization from the Organization ID drop-down list. Click Find to locate the organization.
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This field appears only when your site has chosen to display organizations in this manner. For more information, see Owning Organization Participants.
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3. Click Next.