Unpublished Documents

 

The Unpublished Documents node is an automatic repository for files that have been attached to business processes and which have not yet been published in project or shell Documents or Company Documents. That is, when a user uploads a file from a local machine and attaches it to a business process, the document is automatically stored in the Unpublished Documents log as soon as the business process is sent. The link to the business process is also listed in the log.

The link to the BP allows the BP record to be reviewed, allowing the administrator to review where the document originated from. This provides a means to control the documents that are accessible in the Document Manager. For example, a subcontractor submits a Request for Information (RFI) with attached documents requesting input from the architect. These attached documents can be traced back to the original BP through the link, and the documents become available in the unpublished area of the Document Manager. The administrator can then review the documents and make the decision to publish them into the project or shell or Company Documents node and where to store them, or not to publish them at all.

Note the following:

This process applies only to business processes that support form attachments.
Text-type BPs, such as action items or RFIs, are excluded. This is because text-type BPs, by design, can have file attachments only in comments, not to the form itself.
Files cannot be directly uploaded to or deleted from the Unpublished Documents folder.
Permissions for unpublished documents are at the node-level only. You can either see all the documents or you cannot see any. There are no document-level permissions. Folder-level permissions are not applicable, as there are no folders in Unpublished Documents.
Drawing files are handled with the base file listed and the associated reference files bundled with it, similar to a zip file.

 

Unpublished Documents log

About automatic publishing of documents

Open an unpublished document

Open a linked business process record

View unpublished document properties

View unpublished document comments

Download an unpublished document

Delete an unpublished document

Search for an unpublished document

Publish a document to project or shell or Company Documents

 

 

 


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