You cannot have an EPDM template fire through a transition...though that would be a great enhancement! You'll need an addin to do this or use Dispatch.
It is pretty easy to link the Excel file to the affected documents, use Copy/Paste Shared.
Don't you mean Paste as Reference? I'm not familiar with Copy/Paste Shared linking documents.
Sorry...yes, "paste reference". (Sorry, English is my first language.)
This can be accomplished by adding a dispatch while the file moves thru a particular transition.
I am attaching the dispatch action which can do this. You need to follow the below mentioned steps to make this run.
1) add a dispatch.caf into the EPDM Admin
2) Check in your ECN template to a folder in a vault.
3) Load this attached action file and edit the file reference path the to the above mentioned path.
4) You may have to even change the file name variables so that it can name the file and stores at a given location.
Feel free if you need more help.
Raise DCR.acn.zip 655 bytes