The UniPhi Documents module can create a document that is linked to an issue so that all communications can be seen in the one screen. Note the attached file in the comments thread and the response document (in this example a Site Inspection Report) in the Related Documents box.
To link a document to an issue:
1. After having received and / or created an issue in UniPhi that requires a linked document (e.g. a response document), go to the Documents module (ensuring you are drilled in to the relevant project).
2. Click the yellow plus to start the Create Document wizard (this will open in a new tab or window):
3. Select a Template that has been designed to capture a specific issue (e.g. Project Managers Instructions) and Name the document. Click the green arrow to create the document.
Select the Issue that your document relates to at the related issues step
4. When you have finished creating your document, you will find that you have a circular reference between the document and the issue that it is linked to.
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