Document-Type Business Process Forms (With Folder Structure)
A Document-type BPs with folder structure maintains the folder structure of the attached documents and folders, and the files (within the attached folders and sub-folders) are listed in a flat list.
- Go to the shell tab and switch to User mode.
- In the left Navigator, select Logs and open a Document-type BP with folder structure.
Examples of Document-type BPs with folder structure include Submittal and Document Approval.
- Open a record. By default, the record properties window (General tab) opens.
Note: Document BP without attribute form is not supported in the user interface.
The following explains each tab.
General tab.
On the upper-right side of the record window, you can Submit or Decline, and use the Menu Options icon ( 
) to perform and access the following:
- Email as Attachment
- Print (HTML, PDF, Custom)
- Transfer Ownership
- View Record Location
- Help (record help)
- Close
On the left pane, you have the following options:
- Record No.
- Status
- Publish Path
- Issue Date
- Other fields
On the right pane, you have the following tabs:
- Comments (use the paper clip icon to Browse uploaded files or go to Document Manager to select files)
- Linked Records
- Linked Mail
- Reference Records
The Maximize icon is also available to expand the screen.
Line Items <line items> tab. The line items for Document-type BP are displayed according to the line item log designed for your environment.
On the upper-right side of the record window, you can Submit or Decline, and use the Menu Options icon ( ) to perform and access the following:
- Email as Attachment
- Print (HTML, PDF, Custom)
- Transfer Ownership
- View Record Location
- Help (record help)
- Close
On the left pane, you have the following options:
- View Comments by
- Refresh
- Search
- Find on Page
- Expand All Groups
The following columns are also displayed:
- Name
- Record Comments (callout icon)
- Line Item Status
- Issue Date
- Other fields
On the right pane, you have the following tabs:
- Folder Details
Refer to the Unifier Essentials Managers Reference Guide for more details.
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Last Published Monday, April 14, 2025