Before You Begin Working with Document Manager
Ensure that you have the following defined in your user preferences.
- File Viewer option: This option affects how files are opened and viewed within the system.
- Additional software applications: Use of the AutoVue viewer markup tool requires a license and Java installed. For translation-related information about Oracle Map, AutoVue Server, and Flex replacement (O charts). Refer to Unifier General User Guide for more information about internationalization.
- Permission settings: Like other modules within the system, access and use of the Document Manager is fully permission based, including for specific files and folders. Contact your project or shell or company administrator regarding general permission access to the Document Manager.
Note: 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. Contact your Company Administrator for more information.
See Also
About Ownership and Permissions
Automatic Publishing of BP Records to the Document Manager
Enabling Document Manager-Generated Email Notification
Working with Project or Shell and Company Documents
Accessing Project or Shell Documents and Company Documents
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
Project or Shell Documents or Company Documents Attached to a Business Process
In This Section
Downloading AutoVue Client Certificate
Launching AutoVue Web Start Client
Last Published Sunday, July 20, 2025