Document and Folder Properties

Users have the ability to create attribute forms to customize the document properties and folder properties in the Document Manager, using the uDesigner. The data elements on the Properties window are fully reportable through user-defined reports.

The project documents, shell documents, and company documents log columns can also be customized through uDesigner, as well as the find function for searching on document and folders properties. You can import multiple document properties attribute forms and multiple folder properties attribute forms and use the project/shell options to identify which attribute form should be used for the Document Manager. Refer to the Unifier uDesigner User Guide for details about creating Document Manager attribute forms.

Note: If you import a Folder Structure Template or the Structure and Properties of a specific item and there are fields that are enabled for auto-sequencing in the template or properties, the system applies the auto-sequencing of formulas and other values. This setting is applied to existing documents within the selected folder and to business process (BP) records generated from the updated folder or document.

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