Attaching Files (Standard View)

This topic outlines the rules for attaching files in Unifier.

Assuming that you have the proper permissions, you may attach files (such as Word documents, spreadsheets, PDFs, etc.) to business process forms, cells (such as a Cost Sheet), and Mailbox messages. These files can be uploaded and attached from your local system, or they can be attached from documents that were already uploaded and stored in the Document Manager.

The file attachment procedures are similar across the system. When an Attach Files option or Attachments tab is available in a Unifier window, it is associated with the ability to attach a file. When attaching files to other modules, such as a Mailbox message or a Cost Sheet shell, you are presented with two options:

Browse Option for File Attachments

If you select the Browse option, a new Upload window is displayed. You can drag and drop files from your computer to the Drag and Drop box, or click anywhere in the Drag and Drop box and browse your local system for attachments. In the middle portion of the window, there is a File log that contains the following columns:

In the lower portion of the window, you are provided with options that pertain to the uploading process. You can select two checkboxes, which are Include reference files and Revise automatically if file with same name exists. However, unless you have more than one file with the same name, the Revise automatically if file with same name exists checkbox cannot be selected. If you select the Include reference files checkbox, then a drop-down list is available. You can choose whether to upload the files from your computer, auto-resolve the files from Documents as Dynamic Links, or auto-resolve the files from Documents as Static Links.

After you select files to upload, click on the Upload option in the bottom right corner of the window. To close the window, click on the Cancel option.

Document Manager Option for File Attachments

If you select the Document Manager option, a new Select Files window is displayed. You can browse a variety of existing folders from the Document Manager by clicking on any of the folders in the Project Documents log. This log contains the following columns:

In the top left corner of the window under the locator links, you can select the Search and Find on Page options. With the Search option, a new window is displayed where you can search for a file based on a variety of pre-determined conditions. You can also add conditions as well as match your search with any or all conditions. Once you have entered information into the Search bar, you can select the Search option to begin the search process. To go back to the previous window, select Reset.

With the Find on Page option, you can search for a file or folder within the Project Documents log. A new row is created at the top of the log, and this row contains search fields for each column. Upon entering information into the search fields, any matching results are highlighted and displayed in the log. To restore the log to its original state, clear the search fields by deleting the entered information.

Notes:

After you select the files, click on the Select option in the bottom right corner of the window. To close the window, click on the Cancel option.

If you are creating or participating in a business process workflow, you can add attachments to a business process form or to a general comment associated with the form. Document-type business process forms have special file attachment functionality. You can add attachments to a general comment by selecting the Attach Files option in the Comments tab of a document-type business process form. The previous Browse and Document Manager options are available.

When attaching files to a business process form, you may be presented with the previous two options as well as an additional option:

Custom Print Option for File Attachments

If you select the Custom Print option, then a new Print window is displayed. The window contains two sections, Custom Print Template and Template and Format. In the Custom Print Template section, there is a Title heading followed by a text box that displays the specific Custom Print Template data. In the Template and Format section, there is a Name textbox along with Template and Format drop-down lists.

Once you select Custom Print Templates to attach, click on the Attach option in the bottom right corner of the window. To close the window, click on the Cancel option.


Last Published Wednesday, December 20, 2023