Attaching Files
This section outlines the rules for attaching files in Unifier.
Assuming that you have the proper permissions, you may attach files (such as Word documents, spreadsheets, drawings, etc.) to business process forms, cells (such as a cost sheet or funding sheet), and Mailbox messages. These files can be uploaded and attached from your local system, or they can be attached from documents already uploaded and stored in the Document Manager.
The file attachment procedures are similar across Unifier. When an Attach button is available in a Unifier window, it is associated with the ability to attach a file. When attaching files to other Unifier modules, such as a Mailbox message or Cost Sheet cell, you will be presented with two options:
- My Computer: To attach a file from your local system.
- Primavera Unifier Folder: To attach documents from the Document Manager. The window opens, displaying the Documents files and folders. Select the files and folders to attach and click OK. (Folders are not attached; the contents of selected folders are attached in a flat list. Documents with duplicate files names will not attach.) You must have at least view permission to the folders and files within the Document Manager in order to view and attach them.
- Document Manager: Stores documents in Unifier's powerful document management system. Files are uploaded to the DM and stored in a folder system. Access permissions can be applied to individual folders and documents. Files and folders are uploaded by clicking the Upload button.
- Business Process Forms: If you are creating or participating in a business process workflow, you can add attachments to the form or to a general comment associated with the form. Document type BP forms have special file attachment functionality. You can access the attachments in Workflow task emails under General comments section in the Document type BP.
Note: The Enable response via email option must be selected.
- Cost Sheet, Funding Sheet, Schedule Sheet Cells: You can add a file attachment to a cost sheet, funding sheet, or schedule sheet (or most any Primavera Unifier sheet) cells that have not been auto-populated from a business process. Open the cost, funding, or schedule sheet and click a cell. The Cell Detail window opens. In the Cell Detail window, click Attach.
- Mailbox Messages: You can attach a file to a Mailbox message. Open a Mailbox message window and click Attach.
Attaching Files From your Local System ("My Computer")
To attach documents from your local system (general procedure), click the Attach button, choose My Computer and follow the prompts.
Attaching Files From the Document Manager ("Primavera Unifier Folder")
You can attach documents from Unifier Document Manager as long as you have at least view permission on the documents.
Attaching Documents From the Document Manager (General Procedure)
- Click the Attach button.
- Choose Primavera Unifier Folder. The Select Files window opens.
This window displays the folder structure in the project or shell Documents functional node in the Document Manager. Here you can:
- Open folders to view contents.
- Select multiple documents or folders to attach.
All documents within folders and subfolders will be attached in a flat file.
Documents with duplicate files names will not attach.
See Also
Importing Data from an Outside Data Source into Unifier
Searching and Finding in Unifier
Searching in Document Manager Node (Standard View)
Searching Mailbox Log, Notifications Log, and Sent Items Log (Home Workspace)
In This Section
Attaching Files (Standard View)
Last Published Wednesday, December 20, 2023