Importing Document Manager Attribute Forms
You can customize the document and folder properties by creating DMS attribute forms in uDesigner. Ensure that you have checked for errors and changed the status to complete in uDesigner.
When deploying the attribute forms, the following will be updated with the customized interface designed in uDesigner:
- Project Documents log
- Shell Documents log
- Company Documents log
- Search by Properties Criteria
You can have only one document and folder attribute form per company, which will be used for the document and folder properties in the company-level Document Manager and across all projects and shells.
To import and deploy a Document Manager attribute form into Unifier Production environment, see Importing Configuration Packages.
See Also
Setting up the Document Manager
Document and Folder Properties
Setting Document Manager Administration and User Permissions
Working with Folder Structure Templates
Lock and Unlock the First-level Folder Structure
Last Published Monday, August 28, 2023