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There are three ways that you can respond to the NIGO.
A. Add a Memo 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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B. Upload a New Document
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
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.
Option 2: Attach Documents
INDEXING REQUIRED
Documents uploaded using this method shows as an unindexed document when uploaded. This is NOT the preferred method.
C. Overwrite an Existing Document
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.
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.
Option 2: Check-In a New Document Version
Add a Memo Note: Only Overwrites the file you are viewing.