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:

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/shells.

To import and deploy a Document Manager attribute form into the Unifier Production environment, see Importing Configuration Packages.

See Also

Setting Up the Document Manager

Document and Folder Properties

Permissions

Categories

Setting Document Manager Administration and User Permissions

Working with Folder Structure Templates

Lock and Unlock the First-level Folder Structure

Configuring Document Manager



Last Published Monday, October 7, 2024