Unpublished Documents
When a user uploads a file from a local machine and attaches it to a business process, the document is automatically stored in the Unpublished Documents log as soon as the business process is sent. The link to the business process is also listed in the Unpublished Documents log. The Unpublished Documents log is an automatic repository for files that have been attached to business processes and which have not yet been published in the company or project/shell (Company Documents and Documents functional nodes).
You can access the unpublished documents for the company or project/shell in the respective Unpublished Documents functional node.
- To access the Unpublished Documents log in your Company Workspace: Go to the Company Workspace tab, switch to User mode, and from the left Navigator click the Document Manager grouping node to expand it. The Unpublished Documents functional nodes appear under the Document Manager grouping node, in your Company Workspace (User mode).
- To access the Unpublished Documents log in your project/shell: Go to the project/shell tab, switch to User mode, and from the left Navigator click the Document Manager grouping node to expand it.
Within your company or project/shell, when you click the Unpublished Documents functional node, the Unpublished Documents log opens which displays a list of unpublished documents. The following topic provides the details of the Unpublished Documents log.
Unpublished Documents and Link to BPs
The link to the BP allows the BP record to be reviewed, allowing the administrator to review where the document originated from. This provides a means to control the documents that are accessible in the company or project/shell Document Manager.
Example
A subcontractor submits a Request for Information (RFI) BP with attached documents requesting input from the architect. These attached documents can be traced back to the original BP through the link, and the documents become available in the unpublished area of the Document Manager. The administrator can then review the documents and make the decision to publish them into the project or shell or Company Documents node and where to store them, or not to publish them at all.
Note the following:
- This process applies only to business processes that support form attachments.
- Text-type BPs, such as action items or RFIs, are excluded. This is because text-type BPs, by design, can have file attachments only in comments, not to the form itself.
- Files cannot be directly uploaded to or deleted from the Unpublished Documents folder.
- Permissions for unpublished documents are at the node-level only. You can either see all the documents or you cannot see any. There are no document-level permissions. Folder-level permissions are not applicable, as there are no folders in Unpublished Documents.
- Drawing files are handled with the base file listed and the associated reference files bundled with it, similar to a zip file.
In This Section
Publishing of Documents Automatically
Viewing Unpublished Document Properties
Viewing Unpublished Document Comments
Downloading Unpublished Document
Searching for and Sorting Unpublished Document
Publishing Unpublished Documents to Company or Project/Shell
Last Published Sunday, July 20, 2025