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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
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.
Option 2: Attach Documents
Warning: INDEXING REQUIRED
Documents uploaded using this method appear as unindexed documents. This is NOT the recommended method.
C. Overwrite an Existing Document
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.
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.
Option 2: Check-In a New Document Version
Note: Only Overwrites the file you are viewing.