The Document type business process form can be used as an "envelope" to package a set of files, such as spreadsheets, drawings, and design documentation that flow from one group to another.
The Advanced functionality allows documents to be attached to the form as line items, with line item status control. This allows the ability to change the status (for example, approve or reject) for each attached document. Examples are submittals and transmittals.
The following are the sub-types of Document type business process form:
- With folder structure
Both documents and folders can be uploaded to the business process. The folder navigator in the lower left of the form displays the folder structure.
- Without folder structure
The folder structure will be ignored, and documents are attached in a flat list. The contents of selected folders and sub-folders are attached.