Document and Folder Properties

Users have the ability to create attribute forms to customize the document properties and folder properties in the Document Manager, using the uDesigner. The data elements on the Properties window are fully reportable through user-defined reports.

The project documents, shell documents, and company documents log columns can also be customized through uDesigner, as well as the find function for searching on document and folders properties. You can import one document properties attribute form and one folder properties attribute form. Refer to the Unifier uDesigner User Guide for details about creating Document Manager attribute forms.

See Also

Setting up the Document Manager

Permissions

Categories

Importing Document Manager Attribute Forms

Setting Document Manager Administration and User Permissions

Working with Folder Structure Templates

Lock and unlock the first-level folder structure

Configuring Document Manager



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Last Published Friday, April 9, 2021