When launching a document, UniPhi will open a new window or new tab on your browser.
Once your document has launched you will see a document toolbar which sits at the top of your document. Depending on the status of your document, the toolbar will present you with various controls and options.
As a standard, each document status will include the following:
· Edit: Unless a document has been signed off, it may be edited. Editing a document will create a new version of the document.
· Copy: Enables an existing document to be copied either as a duplicate within the same project, or as a new document within a different project. The entire document can be copied or a partial copy can be made. The Partial Copy feature looks up where the same template controls exist and allows you to map the date from your current document into another document template.
· Email: Allows a document to be transmitted via email.
· Save as PDF: creates a PDF file of the document based on the selected PDF Style
· PDF Style: the style sheet that will be used when the document is emailed or saved as a PDF
· Signatures, Comments, Transmittals: These may be hidden from view, or made visible
· Show Hidden: Displays any steps that have a status of Hide Output. These will not show in a PDF, but can be viewed in UniPhi.
· Save to Dropbox: Allows a document to be saved to Dropbox and shared with people outside your UniPh user base.
· View Version: Where multiple versions of a document have been created, this drop down allows you to view previous versions of a document.
· Revert: This will revert your document back to the previous version selected. This will do a hard delete of all subsequent version and they will not be retrievable.
Private Status documents will only display the Edit, Save as PDF and Show Hidden icons, and cannot be emailed.
Draft status document will also include Watermark in PDF Options.
· Watermark: When you need to make sure that your stakeholders are aware that a document is in draft mode (e.g., if it is printed out), then ticking the Watermark box will insert a DRAFT watermark across your document.
Open for Review, Awaiting Sign off, and Closed documents cannot show a Watermark
Signed Off documents cannot be edited.
A document cannot be edited if another person is modifying it. This is designed to eliminate version conflict and data loss.
Document Toolbar Defaults: The Signature, Comments, Transmittal boxes are checked by default, and the default style sheet is nominated per template by your System Administrator. You may change these setting for your document if necessary.
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