Reviewing Attachments in a Business Process

If a business process (BP) record contains multiple attachments—whether they are linked to the main BP record or to its line items—you can view all associated files in a single location.

When you select a document and open the gear menu (), you can perform the following actions:

Review
Open in AutoVue
Open in Office for the web
Download
Revise
Remove

If you select Review, the File Viewer window opens. This window includes the following sections:

Attachment grid: After you add or remove an attachment from the upper form and select Upload, the Attachment grid displays the updated total number of attachments. You do not need to save, send, or submit the form to see this count.
File viewer: Use the icons at the top of the File viewer to perform the following operations:
- Maximize: To expand the viewer.
- Download: To download a raw file.
- Zoom
- Rotate: To rotate the attached graphic.
  Rotation happens clockwise, by 90 degrees.
  
  Context-sensitive Cancel and Save options are made available when the system detects rotation. The Save option lets you save the rotational changes, and the Cancel option lets you reset the image back to its original state.
  
  Rotation will not be permitted after the first annotation is complete.
- Comments: To open the Comments pane. The Comments pane lets you insert your comments and annotate the file.
  1. To activate an additional set of tools, such as Pan, Select, View, Annotate, and so on, select anywhere in the Comments box.
  2. Use the applicable tools to mark up the attachment.
  3. If applicable, enter your comments in the Comments box.
  4. To add attachments to your comments, select Attachment, and upload the applicable attachment.
  5. When you are done, select Post.
  You can also review the comments posted by others. If a listed comment was entered using the previous Oracle Outside In Technology (OIT) technology, the comment is labeled OIT Comment and is displayed in a read-only format.

To review an attachment:

Open the BP record that has attachments.
Select the gear menu (), and choose one of the following:
- To open attachments in the default Unifier Viewer, select Review. The Review option is available for an Action Form as well as a View Form.
- To open attachments in AutoVue, select AutoVue Review. This option is displayed only if your Unifier server is configured to use AutoVue.
- If your Company Administrator enabled Office 365 integration and the attachment is a CSV, DOCX, PPTX, or XLXS file, select Open in Office for the web.
The attachments and comments are displayed in the BP Attachment Viewer.
Review the comments posted by others.
If a listed comment was entered using the previous Oracle Outside In Technology (OIT) technology, the comment is labeled OIT Comment and is displayed in a read-only format.
Enter your comments, and post your comments on the document.
Using the Unifier Viewer:
1. To activate an additional set of tools, such as Pan, Select, View, Annotate, and so on, select anywhere in the Comments box.
2. Use the applicable tools to mark up the attachment.
3. If applicable, enter your comments in the Comments box.
4. To add attachments to your comments, select Attach Files , and upload the applicable attachment.
5. When you are done, select Post.
Using AutoVue:
1. Select the Markup icon in the Comments and Revision window.
2. Use the markup toolbar displayed in the Document window to mark up your document.
3. Enter your comments in the Comments and Revisions window, and select Post.
4. Select Attach Files to attach files to the comment.
Undo changes with the toolbar option or Ctrl+z.
Redo changes with the toolbar option or Ctrl+y.
Notes:
- You can add comments to one document and then proceed to the next document.
- All comments are visible in both viewers, regardless of where they were added. However, markups are only displayed in the viewer in which they were created.
- You can consolidate attachments and multiple comments, along with their associated markups, when viewing files in AutoVue.
- Only comments that are in draft status can be edited. Existing comments cannot be modified.
Close the window when finished.

Additional information about the Review window

When a BP record is in Terminal Status or Terminated Status, the Review window opens in Read-Only mode.

Attachments from hidden tabs on a BP record are not shown in the Review window.

Attachments on query-based tabs (QBTs) are also not displayed in the Review window.

For Cost BP Records of the Summary Payment Application (SPA) Schedule of Values (SOV) type, line items are not shown on the Review window. You can add comments in the General Comments field instead.

The Review window displays all revisions for each revised document.

Attachments are grouped by BP Record-level and Line Item-level, following the tab order: BP Record attachments appear first, followed by Line Item attachments.

Selecting a file in the Review window displays its content in the AutoVue section. Selecting the comment icon opens the comments window.

Last Published Tuesday, December 9, 2025