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Click on Images to Expand Them

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

A. Add a Memo Note

Note

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 via client documents or attach a document to the Work Item.

Option 1: Add New Work Item Client Documents

Warning

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.

Steps 2-5 of uploading new documents
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Upload a file or drag and drop.

Tip

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

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Save when done.

Option 2: Attach Documents

Warning

Warning: INDEXING REQUIRED

Documents uploaded using this method appear as unindexed documents. This is NOT the recommended method.

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Click Actions > Attach.

Attach Button
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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.

Indexing the Document

C. Overwrite an Existing Document

Warning

Warning: 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.

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

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Click NEW > Upload File.

New Item Upload
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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.

Direct File Uploader

Option 2: Check-In a New Document Version

Note: Only Overwrites overwrites the file you are currently viewing.

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View Details of the Document you would like to overwrite.

Details
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Click Check-In or drag and drop the file.

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

Check In