Working with File Attachments and Markups
You can attach files to be routed with a business process (BP) form. These attachments may be supporting documents that are attached to a BP record. You can also include attachments to the Comments section of the BP.
Unifier Viewer supports a wide range of document file types. The Native viewer lets you view most file formats in the application in which you created or regularly view them. If your Company Administrator enabled Office 365 integration, you can also use Microsoft 365 to view and update documents, including working on attachments for Generic Line Item, Cost type with Line items with CBS code, Document Type, and Simple BPs. For more information regarding settings, see Choosing a Viewer Option in the Unifier General User Guide. For more information on working with documents, see Creating and Managing Documents in the Unifier Managers User Guide.
By default, files attached to business processes are placed in the Unpublished Documents folder in the Document Manager. A Publish Path data element can be designed in business processes to specify the automatic publishing of documents to a specified path and override the default. For details about automatic publishing of documents, see the Unifier Managers User Guide.
Drawing files attached to Document-type business processes may be accompanied by multiple reference files, which may need to be resolved when attaching a drawing file.
Notes:
- Before sending a workflow BP to the next step or submitting a non-workflow BP, you can rename an attachment. If you change the name of an attachment, make sure that you do not change the file extension, which can render the file inaccessible in Unifier Viewer. For example, do not change an extension from .txt to .docx.
- You cannot upload and attach two documents with the same name to a BP record.
- For security, the Company Administrators can use the Security tab on the Company Settings node to specify the types and size of files that can be uploaded to the system by users and per company policy. Contact your Company Administrator for more information.
Antivirus scanning of files
If you are using an Oracle Cloud-based deployment, Unifier includes a virus scanner. To prevent virus attacks from infiltrating your system through external files, the system scans each file that is uploaded. Until the scan is completed, the file remains in a Scan Pending state.
At a minimum, the system scans each file that is uploaded, submitted, or attached through the following channels:
- Document Manager
- Business processes (BPs)
- Image pickers
- Cells within forms or sheets
- Custom Templates for use with custom prints and reports
- XML Localization Interchange File Format (XLIFF) files used for translation support
- Custom Help files, such as those provided through a uDesigner object
- Bluebeam sessions
- Webservice Get calls
- Import of comma-separated values (CSV) or Microsoft Excel files
Depending on how your environment is configured, the following actions might occur:
- If the virus scanner detects an issue with a file that a user is uploading, the system sends an email to the user who uploaded the file and the designated company contact. Depending on the location of the infected file, the system might display a bug icon
(if the system is configured to display alerts) or an ellipsis icon 
(if the system is configured to prevent the display of alerts). - If a user tries to access or download a file that has not yet been scanned and the environment is configured to display alerts, the system displays a Confirmation message that requires a response to continue. If a Confirmation message appears, the user can wait and try to access the file later.
- If the virus scanner detects an issue with a file that a user is trying to view or download, an alert is displayed that indicates the file contains a threat. If multiple files were selected for download, the uninfected files are downloaded.
Note: If you are using an Oracle Cloud-based Unifier deployment, see Edit Company (Security Tab) in the Unifier General Administration Guide for more information about configuring the environment to allow the display of messages regarding Scan Pending states.
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Last Published Friday, April 11, 2025