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. |
| 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 |
|---|
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. |
.png?version=1&modificationDate=1588798193401&cacheVersion=1&api=v2&width=340)
Option 2: Attach Documents
| Warning |
|---|
INDEXING REQUIREDDocuments uploaded using this method shows as an unindexed document when uploaded. This is NOT the preferred method. |
| Rw ui steps macro | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Click Add File or drag and drop a file.
Click Upload.
A check will appear when complete.
|
.png?version=2&modificationDate=1588798194710&cacheVersion=1&api=v2&width=217)
C. Overwrite an Existing Document
| Warning |
|---|
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.
| Note |
|---|
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.
| 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.
|
.png?version=2&modificationDate=1588798194710&cacheVersion=1&api=v2&width=210)
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.
|
