Opening an Attachment

Before a task is accepted, you can review or download attachments. After it is accepted you can review, download, revise, rename, and remove attachments (depending on the properties of the form.

To open an attachment:

In the right pane, select the Attachments tab.
The tab displays a list of attachments. If there are revisions, the Revised column includes a check mark. If you review the attachment, the revisions are displayed in the list of attachments. The Reference Record tab is displayed only if there are references to drawing file attachments.
Select an attachment, and then do one of the following:
- If the attachment is a drawing file, select , and then select Open in AutoVue.
- If the attachment is a 3D file, select , and then select Open.
- For all other attachments, double-click the name of the attachment. Depending on your default setting, the attachment opens either in the Native or Unifier Viewer.
  If Native is your default viewer, your Company Administrator enabled Office 365 integration, and the attachment is a CSV, DOCX, PPTX, or XLXS file, the attachment opens in Microsoft 365 (Office for the web).
  
  If Unifier Viewer is your default viewer, 2D and 3D file formats open in the 2D Files tab and 3D Files tab respectively. For more information on supported file formats, see File Viewer Option in the Primavera Unifier General User Guide.

For more information on adding annotations and markups, see Add Markups to a Business Process Attachment.

See Also