Document-Type Business Process Forms (With Folder Structure)

A Document-type BPs with folder structure maintains the folder structure of the attached documents and folders, and the files (within the attached folders and sub-folders) are listed in a flat list.

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Logs and open a Document-type BP with folder structure.
  3. Open a record. By default, the record properties window (General tab) opens.

Note:

Document BP without attribute form is not supported in the user interface.

The following explains each tab.

General tab.

On the upper-right side of the record window, you can Submit or Decline, and use the More Actions menu to perform and access the following:

  • Email as Attachment
  • Print (HTML, PDF, Custom)
  • AutoVue Review
  • Transfer Ownership
  • View Record Location
  • Help (record help and User Productivity Kit)
  • Close

On the left pane, you have the following options:

  • Record No.
  • Status
  • Publish Path
  • Issue Date
  • Other fields

On the right pane, you have the following tabs:

  • Comments (use Attach Files "" to Browse uploaded files or go to Document Manager to select files)
  • Linked Records
  • Linked Mail
  • Reference Records

The Expand icon "" is also available to maximize the screen.

Line Items <line items> tab. The line items for Document-type BP are displayed according to the line item log designed in uDesigner.

On the upper-right side of the record window, you can Submit or Decline, and use the More Actions menu to perform and access the following:

  • Email as Attachment
  • Print (HTML, PDF, Custom)
  • AutoVue Review
  • Transfer Ownership
  • View Record Location
  • Help (record help and User Productivity Kit)
  • Close

On the left pane, you have the following options:

  • View Comments by
  • Refresh
  • Print
  • Search
  • Find on Page
  • Expand All Groups

    The following columns are also displayed:

    • Name
    • Record Comments (callout icon)
    • Line Item Status
    • Issue Date
    • Other fields

On the right pane, you have the following tabs:

  • Folder Details

For more information, see the Unifier Managers User Guide.