You can revise/edit documents that are attached to any BP record, or Line Item.
Note: Revising a document replaces the existing file (with the same name) in BP record, or Line Item.
Revising attachments in all BPs (except Document-type BP)
- Go to the Attachments window.
- Select the file to be revised and click Revise.
- Revise your document and save.
- From the Advanced Options section, select your preferences.
- Click Upload.
You can click View Revisions to see a list of revised documents. All revised documents are available for download.
If the name of a file that you attach to a BP record, or Line Item, matches the name of a file that exists in the BP record, or Line Item, Unifier allows you to automatically revise the existing file (Revise automatically if file with same name exists) with the newly attached file.
Note: If the terminal status of a BP record has been reached, then the system disables the document revision option.
Revising attachments in a Document-type BP
- Go to the document Detail tab and click the Revise drop-down list and select Revise.
- Click the Revise drop-down list and select View Revisions to view your revisions.
Reviewing attachments in a Business Process Record
If you have a BP record that has several attachments (documents) attached to the BP record, as well as Line Items, then you can review all the attached files in one place.
To review, select the attached document that you want to review, enter your comments, and save the document back in the BP. The details are as follows:
- Open the BP record that has attachments.
- Click Review > Review (or File > Review > Review) to open attachments in the default Unifier viewer. To open attachments in AutoVue, click Review > AutoVue Review (or File > Review> AutoVue Review).
The Review option is available for an Action Form as well as a View Form. The option AutoVue Review is displayed only if your Unifier server is configured to use AutoVue.
- Click to select the attachment that you want. The attachments and comments are displayed in the BP Attachment Viewer.
- Review the comments posted by others.
- Enter your comments and post your comments on the document.
Using the Unifier Default Viewer:
- Click the Comments icon.
- Click the Annotation icon to display the annotation toolbar.
- Use the annotation toolbar to markup your document.
- Enter your comments and click Post.
- To add attachments to your comments, click the Attachment icon.
Using AutoVue:
- Click the Markup icon in the Comments and Revision window.
- Use the markup toolbar displayed in the Document window to markup up your document.
- Enter your comments in the Comments and Revisions window and click Post.
- To add attachments to your comments, click the Attachment icon .
Notes:
- You can add comments in one document and then move on to the next document.
- All comments are displayed in both viewers regardless of which viewer the comments were added in. Markups are visible only in the viewer they were made in.
- You can consolidate attachments and multiple comments (and their respective mark ups). This option is available if you are viewing the file in AutoVue.
- You can use the existing, default, and imported stamps to stamp the documents that you have revised.
- Click Finish to complete your document revision.
Additional information about the Review screen
If a BP record has reached the terminal status, (Terminal Status or Terminated Status), the Review window opens in Read-Only mode.
If a hidden tab, on a BP record, contains attachments, then the review screen does not display those attachments.
The attachments present on Query-based tab (QBT), on a BP record, contains attachments, then the review screen does not display those attachments.
The Review screen does not display the line times for Cost BP Records of Summary Payment Application (SPA) Schedule of Values (SOV) type. For this type of BP, you can include comments in the General Comments field.
The Review screen lists all document revisions for each revised document.
The Review window lists all the BP Record-level and Line Item-level attachments grouped first by BP Record attachments and then by Line Item attachments, according to the tab order.
When you select a file in the Review screen, the system displays the files content in the AutoVue section of the screen. If you click the comment icon, the system opens the comments window.