In Unifier, the Documents node in the navigator is where all documents—such as drawings, spreadsheets, image files, Microsoft Office files—are stored and managed.
Under this node, at the project level, we have provided an extensive Project Documents node containing a folder structure to support an array of document types, such as Project Budgets and Schedules, Bids and Contracts, and Permits and Fees.
You can upload, download, revise, or mark up all documents from this node. The Documents node has check-in/check-out, document lock, and revision history features for version control.
The Unpublished Documents node is the temporary, automatic repository for files that have been uploaded from local machines and attached to business processes, but which have not yet been "published" to the Documents node.
When you upload a file from a local machine and attach it to a business process, the document is automatically stored in the Unpublished Documents node with a link to the business process to which it belongs.
The link to the business process allows the administrator to review where the document originated from. This way, the administrator can control the documents that are accessible in the Document Manager.
For example, a subcontractor might submit a Request for Information (RFI) with attached documents requesting input from the architect. The attached documents can be traced to the original business process through the link, and the documents will become available in the unpublished node.
The administrator can then review the documents, decide where to store them, and publish them to the Documents node; or the administrator can decide not to publish them at all.
To view the published file attachments of a project-level BP record:
- In a project's Navigator, click Document Manager and select Documents.
- In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level BP record:
- In the Company Workspace Navigator, click Document Manager and select Company Documents.
- In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
Refer to the Unifier User Guide for details about the following topics:
- Working with documents (accessing, opening, copying, moving, and deleting)
- Uploading files (using various methods)
- Downloading documents and files
- Adding and viewing graphic markups
- Revising documents