- Go to you Project/Shell, User mode.
- From the left-hand Navigator, click Logs and open a Document-type BP without folder structure.
- Open a record. The record General tab opens, by default.
- Click the Line Items <line items> tab.
- On the right-hand pane, click the Attachments tab.
Attachments tab
When you create a line item, Unifier allows you to use the paper-clip icon to attach a file to your record. Once you save the line item, the Attachment tab appears for the record.
The Attachment tab provides additional details about an attachment in the following columns:
Note: You can preview the file in the Attachment tab. Click the expand icon to expand the window and see the file preview.
- Publish (select or deselect)
- Name
- Comments
- Revised
- Title
- Pub. No.
- Rev. No.
- Issue Date
- Size
In addition, if there is a revision to an attachment, the following columns are displayed in the Revisions block:
- Publish (select or deselect)
- Name
- Comments
- Ref.
- Pub. No.
- Upload Date
- Size
- Upload By
- Rev. No.
- Issue Date
Use the gear menu, next to the file to:
Note: After saving the line item, you must use the gear menu, next to the attachment (file), to remove the attachment. Use the trash can icon to remove your attachment prior to saving the line item.
- Review
- Open in AutoVue (You can also open an attachment by double-clicking the name of the attachment)
- Download