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View and Open Documents

Documents can be stored in folders or directly in the root project or shell documents or company documents node. The project or shell documents log displays the contents of the selected folder, including subfolders, documents, and shortcuts.

Documents can be opened in two ways from within the system:

• Native: Documents are opened in their native software applications; for example, Microsoft Word documents are opened in Microsoft Word. This option requires that users have the native software application installed on their machine to view the document.
• Unifier Viewer: Documents are displayed in the either the default Unifier Viewer or AutoVue viewer, which can display virtually any type of file. Documents are opened in a read-only view that supports adding graphical markups and text comments.

The Viewer Options is set in the Preferences window, More tab.

To view a document:

1. From the Documents log view, select a document.
2. Click  > Open in AutoVue, to open the document in AutoVue, or select  > Open to open a document in the default Unifier Viewer.

   You will see the option to open in AutoVue only if your Unifier server is configured to use AutoVue.

   You can also click the link in the Document URL column to view or download the document.

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Last Published Sunday, July 20, 2025