For the Document Manager to work effectively in Unifier, you will need to create the following components in uDesigner:
Note: For a description of business processes the Document Manager uses, see “Overview of Business Processes”.
Folder Properties Attribute Form | Collects Properties related to the folders used to organize documents in the Document Manager. The information from this attribute form appears in Unifier in the DMS Folder Properties window. |
---|---|
Document Properties Attribute Form | Collects data (including the title, name, and issue date) related to the documents that users store in the Document Manager. The information from this attribute form appears in Unifier in the DMS Document Properties window |
Log | Lists the document folders and documents in Unifier. Allows Unifier users to choose the document or folder they want to work with. |
Design Flow
The following outlines the design steps necessary to launch the manager and create folder and document properties.
1. Create a data structure (if necessary) | |
---|---|
2. Launch the manager | |
3. Create a Folder Properties Attribute Form See the instructions beginning with Starting an Attribute or Detail Form for a Manager. | Mandatory field for the Folder Properties attribute form: Document Manager (uuu_dm_node_name) You must place this field in the first row of the form. You can set this field as Editable (Required) or Read-Only. If you want to allow users to rename files, select the Editable (Required) option. |
4. Create a Document Properties Attribute Form See the instructions beginning with Starting an Attribute or Detail Form for a Manager | Mandatory field for the attribute form is:
|
5. Create a log for the Manager |