Display name

Type the name of the work area template as you want it to appear to users. This name should reflect the purpose of the template.

Name

A default internal name is calculated. Accept the default in most cases.

Can be created in the vault root

Allows work areas to be created from this template in the root of the vault. Otherwise, this template may only be used to create subwork areas of existing work areas.

Description

Type an optional description.

Maintain history of documents while the work area is active

Retains all revisions of documents that are changed within the work area until the workflow completes. Otherwise, only the latest revisions will reside in the work area. Enabling this option uses more disk space.

Retain history after the work area becomes inactive

Retains all revisions of documents that are changed within the work area even after the workflow completes. Otherwise, only the latest revision will reside in the work area. Enabling this option uses more disk space.

Work Isolation Mode in work area

Select Off if all documents within the work area will use either document type workflow or workflow definitions to create new revisions. Documents are always visible to all users with access to the work area, even while undergoing change in a workflow.

Select On if all documents within the new vault will use the simple workflow of the Create Working Copy and Submit Working Copy commands. No other document workflows will be available in the work area. The working copies of documents are only visible to the user who created the working copy. Other users of the work area will only see the last submitted revision. When the current working copy is submitted, it will then be visible to all users of the work area.

Select Apply to existing work areas created from this template to cause changes you make to this template to apply to all existing work areas, regardless of the current state.

After importing documents

Select an option for the state of documents imported into the work area. Your selection should coordinate with your selection for the Work Isolation Mode in work area option and the workflow type that you intend to use for documents in the work area.