Unpublished Documents Log (Standard View)

Unpublished Documents Log Standard View

The documents in the Unpublished Documents log has the following toolbars:

• Publish ( )

  To publish a document. When you click this option the Publish -Select Destination Folder window opens. The function of Publish is similar to the Move option in Document Manager (DM). In the Publish -Select Destination Folder window you can:

  • Select the document phase (All Phases or Current Phase) from the drop-down list field on top to load pertinent folders from Document Manager into the space below.
  • Use the Find on Page link to open a row under the Name block and search for a particular folder from the Document Manager.
  • Use the scroll-bar to parse through all folders from the selected phase so you can browse and select a destination folder for the document publication.
  • Include comments by selecting the Include Comments option.
  • Ensure that if a file with same name exists in the Document Manager, then it gets revised by the selected file in Unpublished Documents by selecting the Revise automatically if file with same name exists option.
  • Discard your changes by clicking Cancel.
  • Publish the selected file to the chosen folder in the Documents sub-node under Document Manager node, by clicking Publish. This option is available only after you have selected a destination folder from the available list. When you click Publish, the Publish Status window opens. This window displays a grid with the following columns:
    • No
    • File Name
    • Title
    • Status
    • Message

  If you select more than one file and click Publish, the Publish -Select Destination Folder window opens and the names of all of the selected files will be listed at top of the window.

• Download ( )

  To download documents or folders onto your local or network drive. If you select more than one file to download, Unifier creates a zip file for all of the selected files and opens the download window.

• Switch to Tile View ( )

  To view documents and folders as tiles. When this option is selected, the icon changes to Switch to List View ( ).

• Search ( )

  To search for unpublished documents in the log. For more information, see topic Searching Content (Standard View).

• Find on Page ()

  To find files on the displayed page. For more information, see topic Finding on Page (Standard View)

The documents in the Unpublished Documents log has the following columns:

• File Name
• Record Number
• Comments
• Ref
• Size
• Title
• Rev. No.
• Publication Date
• Issue Date

For each record, the Unpublished Documents log screen displays the following tabs in the right-hand screen:

• Properties

  Under General, this tab displays the following read-only information about the selected file:

  • File Name

    To change the file name, access Properties from the gear menu ( ).

  • Title
  • Size
  • Issue Date
  • Revision No.
  • Publication No.
  • Publication Date
• Linked Record

  To see records linked from the same, or different, business process log. The Linked Record tab displays the Record Number, Name, Title, Status, and Upload Date of the linked records

• References

  This tab appears only if the selected file has associated references.

You can use the Expand icon ( ) to expand the right-hand screen.

Each record has a gear menu ( ) that enables you to perform the following actions:

• Open

  To open the selected document in viewer.

• Open in AutoVue

  To open the selected document in AutoVue viewer.

• Properties

  To review the document properties and change the file name.

• Publish
• Download

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Last Published Friday, July 7, 2023