Revising and Reviewing Attachments in a Business Process

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 a BP record or Line Item.

Revising attachments

  1. Open a business process record.
  2. Select the Attachments tab from the right pane.
  3. Select an attachment and select > Revise.
  4. Select the file you want to revise and click > Browse.
  5. Select the revised file to upload, and click Open.
  6. Click Upload.

To see a list of revised documents, maximize the Attachments tab on the right pane.

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, the system lets you 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, the system disables the document revision option.

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, 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:

  1. Open the BP record that has attachments.
  2. Click the gear menu and select Review to open attachments in the default Unifier Viewer. To open attachments in AutoVue, click the gear menu and select 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.

  3. Click to select the attachment that you want. The attachments and comments are displayed in the BP Attachment Viewer.
  4. Review the comments posted by others.
  5. Enter your comments and post your comments on the document.

    Using the Unifier Viewer:

    1. Enter comments in the Comments box.
    2. Click the paper clip icon to attach files to the comment.
    3. Click the Annotation icon to display the annotation toolbar.
    4. Use the annotation toolbar to mark up your document.
    5. Click Post when finished.

    Using AutoVue:

    1. Click the Markup icon in the Comments and Revision window.
    2. Use the markup toolbar displayed in the Document window to mark up up your document.
    3. Enter your comments in the Comments and Revisions window and click Post.
    4. Click the paper clip icon to attach files to the comment
  6. Undo changes with the toolbar option or Ctrl+z.
  7. Redo changes with the toolbar option or Ctrl+y.

    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.
    • You can only make changes in comments that are in draft status. You cannot make changes on existing comments.
  8. Close the window when finished.

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, the review screen does not display those attachments.

If the attachments present on a Query-based tab (QBT), on a BP record, contains attachments, 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.


Last Published Monday, August 28, 2023