Template details

Enter a name for the document template.
Select the document security level from the list. This list displays the document classes defined in the Classes section of the Document Settings area (see Sensitivity classes).
Select a retention policy to apply to the document template from the list. This list displays the document retention policies defined in the Classes section of the Document Settings area (see Set up a Retention Class).
Select the Enable Versioning check box if you want a new document version to be created every time the document is edited. This is known as Template based versioning.
Select the Disable OCR (For PDF) check box to disable OCR performed at the time of filing, which stores that OCR data alongside the rest of the metadata and references it in the Full Text Search feature of PSIsafe Desktop, allowing users to search for content within the document in the Search interface.
Set up Restrictions.

Use Restrictions to designate templates to specific repositories, cabinets, tabs, groups, or users. Add at least one repository, cabinet, tab, user group, or user to the restrictions list to ensure that it appears when attempting to import content using Document Filer.

As a user, selecting Show restricted templates within the Document Filer window opens up all templates that have otherwise been restricted to these variables. You can select or remove more than one Restriction.