UniPhi OnSite – Documents Module

Purpose of the Documents Module

The Documents module is used to manage project documentation generated within UniPhi. It supports structured templates, approvals, and formal workflows.

Viewing Documents

Documents are displayed by project and include key metadata such as:

• Document type

• Status

• Author

• Last updated date

  
  

This allows users to quickly identify relevant documents and their current state.

Filtering Documents

Tap Filter

Select criteria such as:

• Area (My Documents / My Portfolio)

• Status (e.g. Draft, Awaiting Signoff)

• Template type

Sorting Documents

Tap Sort

Choose from:

• Project Name

• Author

• Template

• Time Modified

• Status

Opening a Document

Tap the document from the list

The document viewer displays:

• Template-based content

• Auto-populated project data

• Workflow status

Approving (Sign-Off) Documents

Open the document

Review the content

Tap Sign Off

This updates the document status and progresses the workflow.

Understanding Document Status

Documents move through defined stages:

• Draft

• Pending Sync

• Awaiting Signoff

• Signed Off

• Private

  
  

These statuses reflect where the document sits within the workflow.

Creating Documents

To create a document:

Tap the ➕ (plus icon)

Select the required template

Enter details

Save

The system generates the document using UniPhi’s template engine.