c. Click  Add . 4. Click the  Numbering  tab and complete the  Numbering  page: a. Select  eMail Track Number  from the  Property  drop-down list. b. Select  Correspondence Track Number  from the  Numbering  Configuration  drop-down list. 5. Click the  Records Management  tab and complete the  Records  Management  page. 6. Click  OK  to save your entries to the system. 1. Go to  Desktop → Actions and Dialogs  and select  RFP- Add  dialog. 2. Drag it to the folder under  RFP class. 3. Repeat the procedure for  RFP - Modify  dialog. 1. Select  Content Producers Template . Click the  Modify  icon in the Designer  title bar.  2. Select the  View Template  Tab.  a. Add  RFP View  to the right list. 3. Select  Search Template  Tab.  b. Add  RFP Search  to the right list. 4. Click  OK  to save your entries to the system. 5. Apply the same changes to  Admin Template  and  Viewers Template . 1. Go to  Desktop → States  and select  Incoming  state. You must leave the default options. Once you save the class you can return  here and change the Records Management quick declare options.  Expand the RFP class. You will see the folder Actions and Dialogs. Do the  following: You need to configure the Default Template with the View and Search you have  just created for RFP class. In the Designer, open  Global - [Administrator]  as before, open the  Desktop ,  and then click  Desktop template  to select it. You need to modify the defined  templates. Follow these steps: Expand the RFP class. You will see the folder  States . Do the following steps: Associate RFP states with the class Complete Desktop template with RFP objects Associate actions and dialogs 320  IBM DB2 Document Manager with IBM Records Manager Solution Guide