For the Document Manager

Attribute forms for the Document Manager collect data (including the title, name, and issue date) related to the documents that users store in the Document Manager. They also collect properties related to the folders used to organize documents in the Document Manager. Documents can be stored at both the company and project level. One attribute form is allowed for the Document Manager, and it specifies properties for both company and project level documents.

Note: If you do not create an attribute form for the Document Manager, Unifier will create a default one to identify the documents in the system.

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Document Manager.
  3. Select New > DMS Attributes.

    The Document Manager—Home pane opens, and the Document Manager node in the Navigator expands.

  4. In the Navigator, click Folder Properties or Document Properties as appropriate. The DMS Properties pane opens, showing a default form.

    At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.


Last Published Monday, June 3, 2024