Document-Type Business Process Forms (Without Folder Structure)

A Document-type BP without folder structure does not maintain 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 without 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 Accept or Decline, and use the More Actions menu to perform and access the following:

  • Add more assignees
  • Auto-create
  • CC more users
  • Email as Attachment
  • Print (HTML, PDF, Custom)
  • AutoVue Review
  • Terminate Record
  • Transfer Ownership
  • Help (record help and User Productivity Kit)
  • Close

On the left pane, you have the following options:

  • Record No.
  • Status
  • Title
  • Revision no.
  • Issue Date
  • BP Creator
  • Other fields

On the right pane, you have the following tabs:

  • Comments
  • Linked Records
  • Linked Mail
  • Workflow Progress
  • Audit Log
  • 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 Accept or Decline, and use the More Actions menu to perform and access the following:

  • Add more assignees
  • Auto-create
  • CC more users
  • Email as Attachment
  • Print (HTML, PDF, Custom)
  • AutoVue Review
  • Terminate Record
  • Transfer Ownership
  • Help (record help and User Productivity Kit)
  • Close

On the left pane, you have the following toolbar options:

  • View Comments by
  • Download
  • Refresh
  • Print
  • Search
  • Find on Page

The following columns are also displayed:

  • Name
  • Record Comments (callout icon)
  • Draft Comments (pen icon)
  • Line Item Status
  • Short Description
  • Other fields

On the right pane, you have the following tabs:

  • Line Item Details
  • Attachments
  • Linked Records

For more information, see the Unifier Managers User Guide.