Automatic Publishing of BP Records to the Document Manager

A business process can be designed to automatically publish its records, along with their comments and attachments, to the Document Manager in a folder the administrator specifies when the business process is set up. In effect, this produces a detailed audit trail of the record information through the business process (for both workflow and non-workflow processes). You can open these records and their information from the Document Manager.

Automatic publishing of documents from business processes is already set up. For more information on how to configure the location for each business process, see "Project Configuration Business Process" in the Unifier Essentials User Guide.

See Also

Document Manager

Before You Begin Working with Document Manager

About Ownership and Permissions

Enabling Document Manager-Generated Email Notification

Working with Shell and Company Documents

Accessing Shell Documents and Company Documents

Navigating Project/Shell Documents and Company Documents (Standard View)

Navigating Document Manager

Working with Document Manager in Company and Project or Shell

Creating and Managing Folders

Creating and Managing Documents

Creating and Managing Shortcuts

Favorites

Uploading Files and Folders

Downloading Documents and Folders

Importing and Exporting in Document Manager

The Recycle Bin

Index Reports

View Document Manager Audit log

Shell Documents or Company Documents Attached to a Business Process

Unpublished Documents



Last Published Monday, April 14, 2025