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Reviewing Attachments in a Business Process

If you have a BP record that has several attachments (documents) attached to the BP record, as well as Line Items, you can review all the attached files in one place.

When you click and select a document, use the gear menu ( ) to perform the following operations:

• Review
• Open in AutoVue (You can also open an attachment by double-clicking the name of the attachment.)
• Open in Office for the web
• Download
• Revise
• Remove

If you click Review, the File Viewer window opens. This window has the following sections:

• Attachment grid: After you add an attachment to, or remove an attachment from, the upper form, the Attachment grid will display the total number of the attachments upon clicking Upload. There is no need to save, send, or submit the form to see the attachment count.
• File viewer: Use the File viewer to perform the following operations, using the icons on top:
  • 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, click 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, click the Attachment icon and upload the applicable attachment.
    5. When you are done, click 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:

1. Open the BP record that has attachments.
2. Click 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.

3. 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.

4. 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, click 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, click the Attachment icon and upload the applicable attachment.
   5. When you are done, click Post.

   Using AutoVue:

   1. Click 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 click Post.
   4. Click the paper clip icon to attach files to the comment.
5. Undo changes with the toolbar option or Ctrl+z.
6. Redo changes with the toolbar option or Ctrl+y.

   Notes:

   • You can add comments in one document and then move on to the next document.
   • All comments are displayed in both viewers regardless of which viewer the comments were added in. Markups are visible only in the viewer they were made in.
   • You can consolidate attachments and multiple comments (and their respective mark ups). This option is available if you are viewing the file in AutoVue.
   • You can only make changes in comments that are in draft status. You cannot make changes on existing comments.
7. Close the window when finished.

Additional information about the Review screen

If a BP record has reached a terminal status (Terminal Status or Terminated Status), the Review window opens in Read-Only mode.

If a hidden tab on a BP record contains attachments, the review screen does not display those attachments.

If the attachments present on a Query-based tab (QBT) on a BP record contain attachments, the review screen does not display those attachments.

The Review screen does not display the line times for Cost BP Records of Summary Payment Application (SPA) Schedule of Values (SOV) type. For this type of BP, you can include comments in the General Comments field.

The Review screen lists all document revisions for each revised document.

The Review window lists all the BP Record-level and Line Item-level attachments grouped first by BP Record attachments and then by Line Item attachments, according to the tab order.

When you select a file in the Review screen, the system displays the files content in the AutoVue section of the screen. If you click the comment icon, the system opens the comments window.

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Last Published Friday, April 11, 2025