Click on Images to Expand Them
There are three ways that you can respond to the NIGO.
A. Add a Memo Note
Infonote |
---|
Important Note: You must proceed to the next stage of the process after completing the steps below. This method Does not Auto Escalate. |
Rw ui steps macro | |||
---|---|---|---|
Click Add.
Type a response in the notes section.
Click Save and Close. |
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. |
Rw ui steps macro | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Save when done. |
Option 2: Attach Documents
Warning |
---|
Warning: INDEXING REQUIRED Documents uploaded using this method shows appear as an unindexed document when uploadeddocuments. This is NOT the preferred recommended method. |
Rw ui steps macro | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Click Add File or drag and drop a file.
Click Upload.
A check will appear when complete.
|
C. Overwrite an Existing Document
Warning |
---|
Important NoteWarning: 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
Note
: This is the preferred method, as it auto-indexes files.
Rw ui steps macro | |||||||||
---|---|---|---|---|---|---|---|---|---|
Click Add File or drag and drop the file you want to upload.
Click Upload.
A check will appear when complete.
|
Option 2: Check-In a New Document Version
Add a Memo Note: Only Overwrites the file you are viewing.
Rw ui steps macro | |||||||
---|---|---|---|---|---|---|---|
Click Check-In or drag and drop file.
|