You can customize the document and folder properties by creating DMS attribute forms in Primavera uDesigner and importing into Primavera Unifier. This is done the same way as importing Primavera uDesigner BPs. Before importing, be sure you have checked for errors and changed the status to complete in Primavera uDesigner.
When importing the attribute forms, the Project Documents, Shell Documents, and Company Documents logs and search by properties criteria will also be updated with the customized interface designed in Primavera uDesigner.
You can have only one document and folder attribute form per company, which will be used for the document and folder properties in the company-level Document Manager and across all projects and shells.
Note: It is strongly recommended that you use the uStage environment to test out Primavera uDesigner BPs and attribute forms before deploying to Primavera Unifier. Note the version number of the attribute form before you import it. Be sure that you import the version with which you want to work, either the current version number or a greater version number.
To import Primavera uDesigner document or folder attribute forms into Primavera Unifier
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click uDesigner > Document Manager in the left Navigator. The log opens. |
| 3 | Click the Import button. The uDesigner Login window opens. |
| 4 | Enter the following information: |
| • | Company Short Name: Identifier used for your company, set up at the time of company configuration. This is found in the Edit Company window. |
| • | Authentication Key: Set up at the time the company information was configured. It is like a password that provides import access to the Primavera uDesigner processes created for your company. |
| • | uDesigner URL: Web address of the Primavera uDesigner server your company is using (for example, udesigner.skire.com). |
Note: If you need help with this information, contact your company administrator.
| 5 | Click OK. The Import uDesigner Process window opens, listing the available BPs and attribute forms. |
| 6 | Choose the document and folder attribute forms from the list and click the Import button. |
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