Document-type business processes such as Transmittals or Submittals, can be used for routing documents such as specifications or drawings for review. Comments and graphic markups can be added to individual files, and the document list is easily accessible from the BP form. Some document-type BPs can be designed such that files can be added to individual line items, which allows users to assign line-item status to individual documents.
To add files to Document-type BP records:
Open the form and do one of the following:
- If the BP has line items, click Add and choose Import Line Item w/ Attachments > My Computer.
- If the BP does not use line items, click Add Attachment and choose My Computer.
The method for attaching files is dependent upon the file transfer option you chose in the user preferences.
To attach files from the Document Manager:
Open the form and do one of the following:
- If the BP has line items, click Add and choose Import Line Item w/ Attachments > Primavera Unifier Folder.
- If the BP does not use line items, click Add Attachment and choose Primavera Unifier Folder.
The Select Files window opens.
From the Select Files window, select the documents or folders to attach and click OK when finished.
If you want to include the comments that may be attached to the document, select the Copy Comments checkbox and click OK.
The files appear in the lower portion of the window.
Note: If the BP has line items and you select a folder or multiple documents, each document will be added in a separate line item.
To remove attachments from Document-type BP records:
To remove attachments from Document-type BP records you can do one of the following:
- Remove the entire line item:
- From the form, select the line item to be removed.
- Click the Remove button.
- Click Yes to confirm. The line item and attachment are removed
- Remove the attachment from the line item
- From the form, double-click the line item. The detail line item window opens.
- Click Remove.
- Click Yes to confirm. The line item and attachment are removed.
Since "Name" is a required field, you must give the line item a new name before closing the line item detail window. If you close the detail line item window before entering a new name, the name of the file that has been removed will remain in the field. Click Yes to confirm. The attachment is removed from the line item.