Copying and Consolidating Comments and Markups

These procedures are useful for consolidating comments and markups received during a discussion group (Classic View only), but can also be used anytime you want to copy or consolidate comments or markups on a BP attachment.

When you copy and consolidate comments, all attachments to comments will display as attachments to the consolidated comment. All graphical markups will also be copied and included in the new consolidated comment in a separate, editable markup layer.

You can also consolidate graphic markups made to documents that are attached directly to the BP form (that is, documents attached in the lower portion of a Document-type BP, or documents attached directly to the BP form).

You can copy and consolidate text comments in general comments, but not graphic markups to file attachments added to a general comment. The following table summarizes:

BP Feature

Consolidate Text Comments

Consolidate Graphic Markups

Documents attached to Document-type BPs

Can copy and consolidate comments made directly to attached documents

Can copy and consolidate graphic markups on attached documents

File attachments: all BP types

Can copy and consolidate comments made to files attached directly to BPs (listed in the Attachments link)

Can copy and consolidate markups made to files attached directly to BPs (listed in the Attachments link)

General comments

Can copy and consolidate general comments

Cannot copy or consolidate markups on files attached to a general comment.

See Also

Unifier Business Processes

Workflow Versus Non-Workflow

Business Process Types

Business Process Editor

Business Process Dates and Calendars

Business Process Forms

About Workflows

Auto-Populating Fields in a BP Record

Reverse Auto-Populating (RAP) Fields in a BP Record

Viewing Notifications (CC'd Tasks)

Accessing a BP Record from an External System

Business Processes in Company Logs and Logs Nodes

Creating a Business Process (BP) Record

Working with Permissions (Non-Workflow BPs)

Filling Out a Business Process Form

Saving a Draft of a Workflow Business Process

Accessing Custom Business Process Help PDF File

Adding and Managing Line Items

Restricting Line Items by Using Copy with Conditions Option (Standard View)

Adding and Managing Line Items Using the Grid View Feature

Adding and Managing General Comments

Using or Viewing a Query-Based Tab

QBDE Evaluation Upon Creating Record From Query-Based Tab

Working with File Attachments and Markups

Linking Business Process Records

Linking Mailbox Messages to a Record

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding or Viewing a Map (Geocoding)

Adding an Image

Adding a Hyperlink

Viewing Referencing Records

Spell-Checking a Form

Participating in a Workflow

About Email Notifications for Business Processes

Participating in a Discussion Group (Classic View only)

Managing Business Process Records

Printing and Distributing BP Forms

Auto-Populating BP Data Picker on BP Auto-Creation

Updates on Document Attributes for Business Processes

In This Section

Copy or consolidate text comments

Copy or consolidate graphic markups

Track a Step Through the Workflow



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Last Published Monday, April 11, 2022