Click on Images to Expand Them
There are three ways that you can respond to the NIGO.
A. Add a Memo Note
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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.
Type a response in the notes section.
Click Save and Close. |
View Larger Image
B. Upload a New Document
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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
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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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Save when done. |
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Option 2: Attach Documents
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INDEXING REQUIREDDocuments uploaded using this method shows as an unindexed document when uploaded. This is NOT the preferred method. |
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Click Add File or drag and drop a file.
Click Upload.
A check will appear when complete.
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C. Overwrite an Existing Document
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Important NoteThis 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.
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AttentionIf 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 Add File or drag and drop the file you want to upload.
Click Upload.
A check will appear when complete.
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Option 2: Check-In a New Document Version
Add a Memo Note: Only Overwrites the file you are viewing.
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Click Check-In or drag and drop file.
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