Setting up the Document Manager

A document attribute form and folder attribute form can be designed in uDesigner. These are used as the Properties window for documents and folders in the project-, shell-, and company-level Document Manager, which allows you to specify the fields that you want to associate with folders and documents (these are reportable).

Step 1: Import and deploy Document Manager attribute forms. This is an optional step. If you do not import these forms, default forms will be used for document and folder properties.

Note: Configuration of the Data Picker and Data Elements (and when applicable: Unique and Auto Sequence settings) must be done in uDesigner. Refer to the Document Manager Overview topic in the uDesigner User Guide.

Step 3: Create a folder structure template. This can be used to create the folder structures in the Document Manager at the project, shell, and company level.

Step 4: Lock the folder structure. This is an optional step. This locks the first-level folder structure in User Mode, which prevents users from creating or editing first-level folders, allowing you to maintain a consistent structure across projects and shells and at the company level. Users can still add or edit subfolders. You can unlock the folder structure later for editing if necessary.

For security, the Company Administrators can specify the list and size of files that can be uploaded to the Company Properties page, by users and per company policy. For more information, see "Access Company Details (Edit Company Window)" in the Unifier General Administration Guide.

In This Section

Document and Folder Properties

Permissions