View Attachments in a Business Process
To view attachments:
- Open a business process record.
- Select the Attachments tab from the right pane. A list of attachments is displayed on the right pane.
- To view the Revisions and the References tabs, maximize the right pane. The References tab is displayed only if there are references to drawing file attachments.
When you maximize the Attachment tab, the system selects the first file in the grid, by default, and a preview of the file is displayed on the right-hand side of the window.
The Previous and Next page buttons allow you to navigate between multiple pages.
The Revisions tab, located under the Attachments tab grid, lets you access the previous version of the file that you have selected, if available.
The preview screen displays the following file types:
- Image
The audio and video files cannot be previewed. You cannot preview DLL and SWF files, but you can open them in AutoVue or download the attachment.
Document Review
When you click and select a document, use the gear menu ( ) to perform the following operations:
- Review
- Open in AutoVue (You can also open an attachment by double-clicking the name of the attachment)
- Download
- Revise
- Remove
If you click Review, the Document Review window opens. This window has the following sections:
- Attachment grid
After you add an attachment to, or remove an attachment from, the upper form, the Attachment grid will display the total number of the attachments upon clicking Upload. There is no need to save, send, or submit the form in order to see the attachment count.
- File viewer
Use the File viewer to perform the following operations, using the icons on top:
- Maximize
To expand the viewer.
- Download
To download a raw file.
- Zoom
- Rotate
To rotate the attached graphic.
Rotation happens clockwise, by 90 degrees.
Context-sensitive Cancel and Save options are made available when the system detects rotation. The Save option lets you save the rotational changes, and the Cancel option lets you reset the image back to its original state.
Rotation will not be permitted after the first annotation is completed.
- Comments
To open the Comments pane.
The Comments pane lets you insert your comments and annotate the file.
Click the pin icon to see the annotation options (Brush, Pin, Square, Circle, and colors palette).
You can remove your annotation by using the Clear option, when adding a new comment. After you post an annotation, you cannot remove or update it.
In annotation addition mode, you can mark up multiple areas and enter a comment. You can create more than one annotation per comment. To view annotations, hover over the pin icon and select View Annotations. You can also add multiple markups or annotations to a comment. Use the pin icon to open the annotations options and add markups one after the other. After you post the comment, the markups will be associated with that comment.
You can edit or delete a comment by selecting the comment block, right-click, and select Edit or Remove options.
When you select Edit, you can edit the comments and annotations.
The Remove option removes the comment and associated annotations.
Last Published Monday, August 28, 2023