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 your Project/Shell, User mode.
- From the left Navigator, click Logs and open a Document-type BP with folder structure.
- Open a record. By default, the record properties window (General tab) opens.
Note: Document BP without attribute form is not supported in the new user interface.
The following explains each tab.
General tab.
On the top right-hand side of the record window, you can Submit or Decline, and use the Menu Options icon (three horizontal lines) to perform and access the following:
- Email as Attachment
- Print (HTML, PDF, Custom)
- AutoVue Review
- Transfer Ownership
- View Record Location
- Help (record help and User Productivity Kit)
- Close
On the left-hand pane you have the following options:
- Record No.
- Status
- Publish Path
- Issue Date
- Other fields
On the right-hand 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 in uDesigner.
On the top right-hand side of the record window, you can Submit or Decline, and use the Menu Options icon (three horizontal lines) to perform and access the following:
- Email as Attachment
- Print (HTML, PDF, Custom)
- AutoVue Review
- Transfer Ownership
- View Record Location
- Help (record help and User Productivity Kit)
- Close
On the left-hand 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-hand pane you have the following tabs:
- Folder Details
Refer to the Unifier Managers User Guide for more details.
Related Topics
Adding Attachments to the Line Item
Importing Attachments (With Folder Structure)
Copying Folder (Standard View)
Last Published Monday, August 28, 2023