Introduction
Our powerful document management system centralises the sharing, feedback, and collaboration on design and specification documents. This guide outlines the recommended UniPhi workflow, providing step-by-step instructions to streamline document management across projects and portfolios efficiently.
Navigation
The Documents Module contains three tabs: Documents, Files and Annotations. Use the Project/Activities selector to view documents for a specific project or across all projects.
To view across all projects, select All Project/All Activities.
Documents: Access UniPhi-generated documents.
Files: Store and manage project files. By default, the latest version/revision of the file is displayed. This guide focuses on this tab.
Annotations: View and manage comments/annotations within files. Relevant comments can be stripped and stored for escalation into issues for resolution (work flowed actions). This guide focuses on this element also.
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