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Document Collaboration FAQ
I've uploaded/selected the wrong activity/project for my files 1. Select files using checkboxes on the left-hand side. 2. Use the move...
Jan 16, 20251 min read


License Management and Configuration
UniPhi offers a licensing system to control access for external reviewers. There are two types of licenses: Document View : Free, view...
Jan 16, 20251 min read


Managing Revisions/ Files
Understanding Revisions vs. Versions in UniPhi UniPhi clearly differentiates between Revisions and Versions to support a structured...
Jan 16, 20252 min read


Transmitting Files
Once files are ready for review, transmit them to external collaborators for feedback. 1. Select files using checkboxes. 2. Create a new transmittal by clicking on the Create New Document icon. 3. Select the Drawing Transmittal template, from the dropdown menu, and click the green arrow icon. 4. Follow the steps to complete the Transmittal Number, Headers, Distribution List, Files, Related Issues, and Workflow. These steps and order are fully configurable by System Administra
Jan 16, 20253 min read


Reviewing Annotations amd Workflow Annotations (Issues)
If uploaded files have a valid annotation, the system will automatically log the annotation and capture details like priority and...
Jan 16, 20252 min read


Documents Collaboration in UniPhi
Introduction Our powerful document management system centralises the sharing, feedback, and collaboration on design and...
Jan 16, 20251 min read


Uploading Files
To start collaborating, upload files (drawings, specifications, or other files) into UniPhi. 1. Select the Documents Module. Select the...
Jan 16, 20251 min read
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