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Summary
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Summary
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The Summary page is displayed by default when the document details window is opened. The Summary page gives you an at-a-glance view of the status of a document and information on attachments added to the document.
The top of the page displays options to download attachments and display attachments.
NOTE: This tab can be displayed or hid depending upon your preference.
Figure: Summary Page
An option to view the workflow assigned to the document is also available here. On clicking the Workflow tab, workflow assigned to the document is displayed.
Figure: Summary Page - Workflow Information
Different operations can be carried out on an attachment displayed in the summary page. Click the down-arrow next to an attachment and different operations that can be carried out is displayed.
Figure: Operations from the summary page
Operations possible depends on the type of attachment. Type of attachments and operations possible are mentioned in the following table.
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# |
Attachment Type |
Operations |
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1 |
Specter |
Download, View, Replace, Delete. |
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2 |
Markup |
Download, View, Delate |
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3 |
Comment |
Download, View, Replace, Delate |
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4 |
Related File |
Download, View, Replace, Delate |
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5 |
Squad Check Comment |
Download, View, Show Details, Check Out, Check In, Replace, Delete. |
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6 |
Client Comment |
Download, View, Show Details, Check Out, Check In, Replace, Delete, Detach. After selecting the document on clicking Delete from the menu, a warning message is displayed. Click OK to remove the document from all associated documents and WRENCH. After selecting the document on clicking Detach from the menu, a warning message Do you want to detach the selected file is displayed. |
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7 |
Reference Document |
Download, View, Show Details, Detach, Replace |
Entire attachments added to the document can be downloaded or displayed. Also attachments can be selected and downloaded.
To download all attachments
Figure: Managing attachments
Attachments are downloaded one after another.
To view and download attachments
Documents and its attachments are displayed.
If you want to download only selected attachments, select the check box next to the attachment and click Download Selected.
NOTE: When the comments are displayed in the Summary tab, only the comments of the latest version of the main document is displayed. To display comments of all the versions of the latest revision of the main documents select the checkbox next to the option Show All. On selecting the checkbox next to this option, comments of all versions of the latest revision is displayed.
There are scenarios where users will upload all additional supporting documents as Related Files. After reviewing, if some of the uploaded files are to be removed, removing the files one by one is a tedious task. Hence an option to remove multiple files will be available in Summary tab and Files tab of the document details window.
For viewing different document details with ease, a menu is displayed on the bottom right side of the document details window. On clicking an item in the menu the corresponding details are displayed in the grid. Depending on the selection you make document details scroll up or down automatically. In addition an arrow button is provided to move between different sections.
Figure: Viewing document details
To delete multiple files
