Document-Type BP Upper Forms

Document-type BP (With Folders)

Attachments block

Source

• Document Manager
• My Computer

Publish to Document Manager

• Republish if Publish Path is different from current Location
  • Move
  • Copy
  • Automatically select all existing Record and Line Item Attachments for Republish

Document Manager Attributes

• Update attributes for already Published Documents

Line Items block

Left pane

Names of the line items.

Right pane:

• Hide current tab
• Add/Copy line items
• Allow Modification of Line Item, except when status is: You can select a status based on your need.
• Allow Line Item Status to be modified
• Add Attachments
• Append Line Item Folder Structure to Auto Publish Path
• Make Attachment to a Line Item mandatory
• Allow comments
• Remove Line Items
• Remove Attachments
• Allow marking of comments as 'Final'

Additional block

• Allow linking uMail

Document-type BP (Without Folders)-Upper Form

Attachments block

Source

• Document Manager
• My Computer

Publish to Document Manager

• Republish if Publish Path is different from current Location
  • Move
  • Copy
  • Automatically select all existing Record and Line Item Attachments for Republish

Document Manager Attributes

• Update attributes for already Published Documents

Line Items block

Left pane

Names of the line items.

Right pane:

• Hide current tab
• Add/Copy line items
  • Enforce validations on Detail form: Selecting this option will enable uploading the attachments in bulk during runtime, only by way of the Grid View.
• Allow Modification of Line Item, except when status is: Must select a status
• Allow Line Item Status to be modified
• Add Attachments
• Append Line Item Folder Structure to Auto Publish Path
• Make Attachment to a Line Item mandatory
• Allow comments
• Remove Line Items
• Remove Attachments
• Allow marking of comments as 'Final'

Additional block

• Allow linking uMail

Document-type BP (Without Folders)-View Upper Form

Attachments block

Source

• Document Manager
• My Computer

Publish to Document Manager

• Republish if Publish Path is different from current Location
  • Move
  • Copy
  • Automatically select all existing Record and Line Item Attachments for Republish

Document Manager Attributes

• Update attributes for already Published Documents

Line Items block

Left pane

Names of the line items.

Right pane:

• Hide current tab

Additional block

• Allow linking uMail

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Last Published Tuesday, April 1, 2025