Table of Contents

• Title and Copyright Information
• Introduction
• Business Processes
  • Workflow and Non-workflow BPs
  • Business Process Step Editor
  • Business Process Dates and Calendars
  • Business Process Forms
    • Pickers
    • CBS Picker
    • User Picker and Group Picker
    • Shell Data Picker
  • Completing a BP Record Form
    • Editing Values on a BP Record Form
    • Supported Data Pickers
  • Creation Step
  • Update Step
  • View Step
  • About Workflows
    • Using Business Processes with Oracle Integration
  • Viewing Messages or Cc'd Tasks
  • Accessing a BP Record from an External System
  • Business Processes in Company Logs and Navigation Nodes
  • Creating a Business Process (BP) Record
    • Manually Creating a BP Record from a BP Log
    • Manually Creating a BP Record from the Master Log
    • Manually Creating a BP Record from the Tasks Log
    • Creating a BP Record by Copying an Existing BP Record
    • Creating Business Process Records Across Projects/Shells From the Master Log
      • Creating the Excel File for Bulk Creating BP Records
      • Importing the Excel File for Bulk Creating BP Records
      • Viewing Bulk Create Import History Details
      • Viewing Error Details of the Bulk Create Import Process
      • Reusing the Error File Spreadsheet For Bulk Create Import Process
    • Copying a BP Record in Master Log
    • Visibility of Properties Tabs in BPs
    • Auto-Creating BP Records
      • Auto-Create a BP Record, or Line Item, Based on Conditions or Frequency
      • Bypassing the Initiation Step (I-Step)
      • Examples of Auto-Creation
      • Rules for Checking Conditions for Auto-Creation
        • Rule 1
        • Rule 2
        • Rule 3
      • Auto-Creation in Operation
        • Change Commit
        • Attachments
      • Schedule BP Auto-Creation Dynamically
      • Stop Auto-Creation
      • Create a BP Record, or Line Item, with Manual Auto-Creation
    • Creating a BP Record in Document Manager
    • Creating a BP Record from a Template
      • Scheduling a Run
      • Template Status
    • Creating BP Templates and Scheduling BP Creation
      • Creating a BP Template
      • Changing Template Status (Draft and Complete)
      • Scheduling Automatic BP Record Creation Based on a Template
      • Editing or Deleting a BP Template
      • Editing or Canceling a BP Template Schedule
      • Failed Scheduled BP Record Creation
    • Using CSV and RESTful Services
    • Using Microsoft Excel Template to Create BP Records and BP Line Items in Bulk
      • Microsoft Excel File Format for Bulk Update Export/Import Process
      • Microsoft Excel File Format for Bulk Creating BP Records in the Master Log
      • Microsoft Excel File Format of Shell Details File
      • Available Pickers For Business Process Types
  • Viewing the Import Audit Log
  • Filling Out a Business Process Form
  • Saving a Draft of a Workflow Business Process
  • Accessing Custom Business Process Help PDF File
  • Adding and Managing Line Items
    • Adding Line Items
    • Editing and Deleting Line Items
    • Copy Line Items
    • Filtering the Line Item List
    • Line Item Consolidation
    • Grouping Line Items
    • Adding Line Item Attachments
    • Removing Line Item Attachments
  • Restricting Line Items by Using Copy with Conditions Option
  • Adding and Managing Line Items Using the Grid View Feature
    • Add Line Items using the Grid
    • Link Line Items to other Business Process Records
    • Edit Line Items using the Grid
    • Insert a Row into the Grid
    • Manually create a business process from the Grid
    • Copy a Line Item on the Grid
  • Adding and Managing Comments
    • Add Comments to a Business Process Form
    • Add Comments to a Document Type Business Process
    • View Comments
    • Edit or Delete Comments
    • Hide Comments
  • Working with Query-Based Tabs
    • Using or Viewing a Query-Based Tab
      • Using Query-Based Tab Logs
    • Query Based Data Element (QBDE) Evaluation
  • Working with File Attachments and Markups
    • Adding Attachments
    • Opening an Attachment
    • Renaming an Attachment
    • Attach Files to Comments Section of a Business Process
      • Attach Files to a Document-type BP from My Computer
      • Attach Files to a Document-type BP from Unifier Folder
    • Document-Type Business Process Forms (With Folder Structure)
      • Importing Attachments (With Folder Structure)
      • Copying Folder (Standard View)
    • Attach Files to Document-Type Business Process Forms
    • Add Markups to a Business Process Attachment
    • View Attachments in a Business Process
    • Download Attachments in a Business Process
    • Reviewing Attachments in a Business Process
    • Revising Attachments in a Business Process
    • Publish Attachments or Revised Attachments in a Business Process
    • View Graphic Markups in a Business Process Attachment
    • Remove Attachments from a Business Process
    • Comparing File Attachments
    • Republishing DM Document from BP Record
  • About Linking Business Process Records to other Business Process Records
    • Linking BP Records to other BP Records
    • Manage Linked Records
  • Working with Linked Mail
    • Composing Linked Mail
    • Adding from Project Mailbox
    • Manage Linked Mail
    • Reply To or Forward a Linked Mailbox Message
    • View the List of Linked BPs from a Mailbox Message
    • Send and Manage Linked Mailbox from RFB Forms
  • Attaching External Emails from the Project or Shell Mailbox to a Record
  • Sending Attachments for E-Signature
  • Adding an Image
  • Adding or Updating a Hyperlink
  • Viewing Referencing Records
    • View a List of Referencing Records
    • What you can do on the Reference Records Graphic window
  • Participating in a Workflow
    • Completion Policies and Resolving Actions
      • Statuses
    • Working with Tasks
      • Taking Action on Your Task
      • Taking Action on Multiple Tasks at the Same Time
      • Accepting Your Tasks
      • Undoing Accepting Your Tasks
      • Declining a Task
      • Completing a Business Process Form
      • Assigning Users for the Next Step or Sending a Copy
      • View User Profile
      • Modifying Step Due Date
      • Adding Additional Assignee or Sending Additional Copy
      • Completing Tasks via Email
  • About Email Notifications for Business Processes
    • Email Notifications for Workflow Business Processes
    • Email Notifications for Non-Workflow Business Processes
  • Managing Business Process Records
    • Transferring Ownership - Business Process Records
    • Granting or Updating Record Permissions for Non-Workflow Business Processes
    • Editing Business Process Records
      • Editing a BP Record for Editors
      • Editing a BP Record from Master Log - Business Processes Node
      • Editing Multiple BP Records (Bulk Edit)
      • Editing Multiple BP Records (Bulk Edit) from Master Log - Business Process Node
      • Exporting BP Records Using Bulk Update From Business Process Log Node
      • Microsoft Excel File Format for Bulk Update Export/Import Process
      • Updating BP Records in Excel for Bulk Update From Business Process Log Node
        • Business Processes Supported by the Bulk Update Export/Import Process
        • Business Processes Not Supported by Bulk Update Export/Import Process
        • Modifying the Excel File for Bulk Update
        • Importing the Excel File for Bulk Update
        • Supported Data Elements For Bulk Update in Excel Import
      • Viewing Bulk Update Import Data History Details
      • Viewing Error Details of the Bulk Update Import Process
      • Error File Format of Bulk Update Import Process
      • Reusing the Error File For Bulk Update Import Process
    • Auditing Business Processes (Audit Log)
    • Using the BP Visualizer to View Business Processes
      • Filtering the BP Visualizer List
      • Examining Forms
      • Examining Workflows
      • Examining References
      • Comparing BP Versions
  • Printing and Distributing BP Forms
    • Print a BP Form in Different Formats
    • Custom Format Print Options for BPs
    • Print Using a Custom Layout
    • Send a PDF Copy of a BP Form via Mailbox
  • Auto-Populating BP Data Picker on BP Auto-Creation
  • Auto-Populating Record Due Date on BP Workflow Auto-Creation
  • Updates on Document Attributes for Business Processes
• Business Processes with Special Behaviors
  • Schedule of Values (SOV) Sheets and Business Processes
  • Payment Application Business Processes
    • Payment Application Tasks and Performing Multiple Actions-Bulk Action
    • Payment Application BP and Multiple Payments
    • Payment Application BP and Negative Change Commits
    • Enter Payment Application Line Item Information
    • View Payment Application Line Item History
    • Export Line Item History
    • Save Payment Application in Draft Mode
    • Draft Mode and SOV Synchronization
    • View the Schedule of Values (SOV) Sheet
    • Importing, Exporting, and Integration
    • Import New Payment Application Records
    • Import Payment Application Line Items into a BP
    • Payment Application Grid Column Total
    • Payment Application BP Record in Terminal Status
    • Payment Application BP Record in Non-Terminal Status (In-Flight)
  • General Spends Business Processes
    • Import New General Spends Records
    • Import General Spends Line Items into a Business Process
    • Lump Sum and Unit Cost
  • Change Commit Business Processes
    • Import New Change Commit Records
    • Import Change Commit Line Items Into a BP
  • Totaling Cost Breakdown Values
    • Totaling Cost Breakdown to the Line Item
    • Totaling Line Item in Payment Application
    • Line Item and Sum of Costed Line
    • Summary Line Item
    • Summary Row Totals
      • Summary Total
      • Line Item Total
  • Request for Bid (RFB) Business Processes
    • Request for Bid (RFB) Type Business Process Form (Private)
      • Inviting to RFB
      • Audit Log in Requestor BP (Private Bid and Public Bid)
    • Language, Time Zone, and Date Format for Vendors BP
    • Working with RFBs
    • Sending the Bid Request for Internal Review and Approval
    • Starting the Bidding Process
    • Filtering Bidders
    • Public Bidding
    • Private or Non-Public Bidding
    • Bidders and Passwords
    • Comparing the Bids (Standard View)
    • Select Winning Bid
    • Auto-create Contract
    • What the Vendor Does
      • Importing Line Items to a Request for Bid
    • Changing Vendor Email Address
  • Entering Values in Fields