Document Manager maintains all the files and documents for a project. Each project includes its own Document Manager, and another Document Manager resides at the company level.
The Document Manager ensures that employees and project members are always using the most current versions of documents and makes accessing and distributing documents efficient.
Documents are organized into a "folder" structure to categorize them and make them easily available, much like a filing cabinet.
The Document Manager is integrated with business processes. You can initiate a business process directly from the Document Manager and automatically attach files and folders to it.
For detailed information about Document Manager and working with documents, refer to the Unifier Managers User Guide.
Changes made to a business process (BP) attachments (in forms or line items) will be automatically published to pre-defined folders in Unifier Document Manager.
Attachments in company-level BP will be published to specified folders in Company Documents and those in project-level BP will be published to folders in a project's Documents log.
Files that are attached to a BP form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow BP.
The administrator must then publish the files in the Unpublished Documents folder in Document Manager to the Documents folder.
By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment, and collaborate.