Clicking Add without selecting a folder will default to the last folder created. Select the parent folder before clicking Add. The Template Folder corresponds to the folder into which you will import the folder structure in the Document Manager. A sub-folder will be created in the Template Folder folder. The Create Folder Template window opens.Ĭlick Add. Go to the Company Workspace tab and switch to Admin mode.Ĭlick Templates > Folder Structuresin the left Navigator.Ĭlick the New button, or click the File menu and choose New > Create New Template. This appended path is based on the path configured in the uuu_dm_publish_path data element on the business process form, and the selection of the Append Line Items Folder Structure to AutoPublish Path option, which is documented in the Primavera uDesigner User Guide see Starting an Upper Form for details. For document-type business processes With Folder Structure, you can specify that a configured folder path be appended to the folder structure. See "About automatic publishing of documents". A Publish Path data element can be designed in business processes in Primavera uDesigner to specify the automatic publishing of documents to a specified path and override the default. Note: By default, files attached to business processes are placed in the Unpublished Documents folder in the Document Manager. You can import a folder structure directly under the Project Document, Shell Document, or Company Documents node to create the main folder structure, or create specialized structures to import under existing folders to create sub-folders. These allow you to create the folders and sub-folders that you can then import into the company Document Manager, or into any project and shell or project or shell template to organize your documents.Īfter importing, you can add, move, rename, or delete folders as needed. You can standardize the setup of the Document Manager across your projects and shells and at the company level by creating folder structure templates.
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