View and Open Documents
Documents can be stored in folders or directly in the root project/shell documents or company documents node. The project/shell documents log displays the contents of the selected folder, including subfolders, documents, and shortcuts.
Note: If you are using an Oracle Cloud-based deployment, the system displays a message when you choose to view or download files or attachments that have not been scanned for viruses. To continue, you must select Yes or No. If you select Yes and the system determines that the file is infected, the download is stopped; otherwise, the download completes successfully.
Documents can be opened in several ways from within the system, depending on your default viewer selection and integrations enabled by your Company Administrator:
- 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 or your Company Administrator enabled Office 365 integration for use with Microsoft 365 applications.
- Unifier Viewer: Documents are displayed in the Unifier Viewer. Documents are opened in a read-only view that supports adding graphical markups and text comments. Unifier Viewer supports the document file types listed in the table below.
- Office for the web: If Office 365 integration is enabled, you can also use Microsoft 365 to view and update documents, including working on attachments for for Generic Line Item, Cost type with Line items with CBS code, Document Type, and Simple BPs.
- AutoVue: If your Unifier server is configured to use it, you also have the option of opening a document in AutoVue.
Supported File Types with Unifier Viewer
File Type | File Type | File Type | File Type | File Type | File Type | File Type |
|---|---|---|---|---|---|---|
BMP | DOTX | JFIF | ODT | PPSX | TXT | XLT |
CSV | DWF | JP2 | PPT | VSD | XLTM | |
DGN | DWG | JPC | PNG | PPTM | VSDX | XLTX |
DOC | DXF | JPEG | POT | PPTX | WMF |
|
DOCM | EMF | JPG | POTM | PUB | XLS |
|
DOCX | EML | MSG | POTX | RTF | XLSB |
|
DOT | GIF | ODP | PPS | SVG | XLSM |
|
DOTM | HTML | ODS | PPSM | TIF | XLSX |
|
Microsoft Cloud Storage Partner Program (CSPP) File Size Guidelines (Microsoft 365)
Application | Mode | CSPP Limit | CSPP+ Limit | Notes |
|---|---|---|---|---|
Word for the web | View |
|
| No limit, but there is a 60-second file download time out that applies to all |
Word for the web | Edit | 100 MB | 100 MB |
|
Excel for the web | View | 25 MB | 100 MB |
|
Excel for the web | Edit | 25 MB | 100 MB |
|
PowerPoint for the web | View |
|
| No limit, but subject to the 60-second time out for file downloads as described above. |
PowerPoint for the web | Edit | 300 MB | 2 GB | Subject to the 60-second time out for file downloads described above so it is possible that smaller files will reach that timeout. In addition, for embedded media, the size limit is 100MB for most embedded media types. For WAV files the limit is 100KB. |
The Viewer Option is set in the Preferences section of the More tab.
To view a document:
- In the Documents log, select a document.
- Do one of the following:
- To open the document in the default viewer set in your preferences, click , and then select Open.
- To open the document in AutoVue, click , and then select Open in AutoVue.
- To open the document in Microsoft 365, click , and then select Open in Office for the web.
You can also click the link in the Name column to view or download the document.
- If you are using Microsoft 365 and you are logging into a new session, click I Agree to continue.
- If you are using Unifier Viewer and the document is protected with a password, enter the password in the Password required dialog box after it appears, and then click Submit.
You can try entering the correct password up to three times.
By default, Unifier Viewer opens the document in a compressed state to reduce the impact on environment bandwidth and improve the time required to display the document. To view the document in its original state, click Switch to Original Document. To switch back to the compressed state, click Switch to Compressed Document.
To search a document by using Unifier Viewer:
- Open the document in Unifier Viewer.
- Click anywhere in the Comments box.
- From the toolbar, click the Search icon.
- Specify the content that you are looking for.
Last Published Wednesday, July 2, 2025