Document-type business processes, such as transmittals or submittals, can be used for routing documents such as specifications or drawings for review. Comments and graphic markups can be added to individual files, and the document list is easily accessible from the BP form.
There are two subtypes of document-type BPs:
| • | With Folder Structure: Maintains the folder structure of the attached documents and folders. The folder structure is displayed in the left pane of the lower portion of the form. |
| • | Without Folder Structure: The folder structure is ignored. Files within attached folders and sub-folders are listed in a flat list. |
In addition, document-type BPs can be designed such that files can be added to individual line items, which allows users to assign line-item status to individual documents. If the status of the line item (and therefore, the associated document) reaches a specified status (e.g., approved), the BP can be set up so that the line item is no longer editable. Attachments and comments to that line item are no longer allowed.
Automatic Publishing to a Specified Path: By default, files attached to business processes are placed in the Unpublished Documents folder in the Document Manager. A Publish Path data element can be designed in business processes in Primavera uDesigner to specify the automatic publishing of documents to a specified path and override the default. See "About automatic publishing of documents" for details. For document-type business processes With Folder Structure, the designer can specify that a configured folder path be appended to the folder structure. This appended path is based on the path configured in the uuu_dm_publish_path data element on the business process form, and the selection of the Append Line Items Folder Structure to AutoPublish Path option, which is documented in the Primavera uDesigner User Guide; see Starting an Upper Form for details.
To attach files to a document-type business process from your local system
From the document-type BP form, do one of the following:
| • | If the document type BP has line items, click the Add button and choose Import Line Item w/ Attachments > My Computer. |
| • | If the BP does not use line items, click the Add Attachment button and choose My Computer. |
The method for attaching files is dependent upon the file transfer option you chose in the user preferences.
To attach files to a document-type business process from the Document Manager
| 1 | From the document-type BP form, do one of the following: |
| • | If the document BP has line items, click the Add button and choose Import Line Item w/ Attachments > Primavera Unifier Folder. |
| • | If the BP does not use line items, click the Add Attachment button and choose Primavera Unifier Folder. |
| 2 | The Select Files window opens. Select the documents or folders to attach and click OK. At the top left portion of the window, you can click Current Phase to view folders and documents associated with the current phase, or All Phases to view all folders and documents in the Document Manager, regardless of phase. |
| 3 | If you want to include the comments that may be attached to the documents, select the Copy Comments checkbox. |
| 4 | Click OK. |
The files appear in the lower portion of the window. If the BP has line items and you select a folder or multiple documents, each document will be added in a separate line item.
Note: When attaching files from the Document Manager, some fields on the line item may auto-populate with data from the document or folder Properties window. Document-type BPs can be designed to auto-populate certain data elements on the detail form with data from matching data elements on the document attribute form.
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