Click on Images to Expand Them

There are three ways that you can respond to the NIGO.

A. Add a Memo Note

Info
Important Note: You must proceed to the next stage of the process after completing the steps below. This method Does not Auto Escalate.

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Click Add.

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Type a response in the notes section.

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Click Save and Close.

Add a Memo Note

_{View Larger Image}

B. Upload a New Document

Note
Important Note: This method auto-escalates if you do not continue on to stage 3 of the process.

To upload a new document, you can add a new work item Work Item via client documents or attach a document to the work itemWork Item.

Option 1: Add New Work Item Client Documents

Warning
THIS METHOD REQUIRES INDEXING: ONLY use this method to upload documents if the document is NEW and had no previous barcodes associated with it. This method will not auto-index, even if you accidentally scanned a barcode here.

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Click Add New

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Index the document.

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Upload a file or drag and drop.

Tip

If you simply upload, the file will auto close when done.

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Save when done.

Option 2: Attach Documents

Warning

INDEXING REQUIRED

Documents uploaded using this method shows as an unindexed document when uploaded. This is NOT the preferred method.

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Click Actions > Attach.

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Click Add File or drag and drop a file.

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Click Upload.

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A check will appear when complete.

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Click Close.

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Index the Unindexed Document.

C. Overwrite an Existing Document

Warning

Important Note

This method auto-escalates if you do not continue on to part 3 of the process.

There are two ways that you can overwrite an existing document.

Note

Attention

If using barcode cover pages, please use Option 1.

Option 1: New > Upload File Link

Add a Memo Note

This is the preferred method, as it auto-indexes files.

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Click NEW > Upload File.

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Click Add File or drag and drop the file you want to upload.

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Click Upload.

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A check will appear when complete.

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Click Close.

Option 2: Check-In a New Document Version

Add a Memo Note: Only Overwrites the file you are viewing.

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View Details of the Document you would like to overwrite.

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Click Check-In or drag and drop file.

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Verify that the new version is set as current in the Image History dropdown field.

Versions Compared

Old Version 15

New Version 16

Key

A. Add a Memo Note

B. Upload a New Document

Option 1: Add New Work Item Client Documents

Tip