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Copy or consolidate graphic markups

You can copy and consolidate graphic markups made on document attachments to BPs.

To copy and consolidate graphic markups on a BP attachment

The business process must have been sent. You cannot consolidate draft comments.

1 Do one of the following:
• Click the Attachments link at the bottom of the BP form. The Attachments window opens. Select the file and click the Comments button.
• For document-type BPs, in the document list in the lower portion of the document-type BP, select the file to mark up and click the Comments button.

The File Comments window opens.

2 Click the Add button. The Edit File Comment window opens.
3 Click the Copy From button. The Copy General Comments window opens, displaying the list of existing comments.
4 Click the selection box next to each of the comments that you want to copy into your comments and click OK. The comments are copied into the new comment and are listed in the Text Comment box of the Edit File Comment window. Any additional file attachments or markups associated with each comment are also copied to the new comment.
5 In the Edit File Comment window, make any necessary edits to consolidate the text comments. Note that the link next to Graphic Markup at the bottom of the Edit File Comment window changes to “Consolidate.”
6 Click the Consolidate link. The document opens in for viewing in the Cimmetry AutoVue viewer.
7 In the viewer window, click the Open Markup(s) tool or select File > Open. The Markup Files window opens, displaying the list of existing markups.
8 Select the markups to be copied and click OK. The selected markups will display in layers on the document.
9 Click the File menu and choose Consolidate. The Consolidate Markups window opens.
10 Do the following to create a new consolidated markup layer:
• Enter a name for the new consolidated markup.
• Select the checkbox next to the markup layers to include, or click the Select All button to select all markup layers.
• Select the Open as active markup and hide the others checkbox.
• Click OK.

The markup elements from the selected layers will be copied into the new consolidated layer. These elements are editable. You can select, modify, or delete individual elements, or add new markups as necessary.

11 Click the Save button or select File > Save to save the new consolidated markup layer. If you want to add another markup layer, click the New Markup button and add markups as necessary.
12 Close the AutoVue viewer window.
13 In the Edit File Comment window, click OK to save the consolidated markups and text comments. Close the File Comments window.

 

 

 

 

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