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
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)
Working with Document Manager in Company and Project or Shell
Creating and Managing Documents
Creating and Managing Shortcuts
Downloading Documents and Folders
Importing and Exporting in Document Manager
View Document Manager Audit log
Shell Documents or Company Documents Attached to a Business Process
Last Published Monday, April 14, 2025