1. Locating Documents
UniPhi is comprised of modules, such as Documents, Issues and Risks that are viewed using filters. The modules are shown across the top...
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Sep 19, 20231 min read
2. Navigating the Documents Module
When viewing the Documents module, you will see your documents listed in a table format according to any filters that have been applied....
Sep 18, 20232 min read
3. Advanced Search
In addition to being able to filter for documents according to the template that it was created from, and its status, UniPhi also allows...
Sep 16, 20232 min read
4. Working with Existing Documents
Viewing a Document To view a document from the document module, simply click on the document name. UniPhi will open the selected document...
Sep 16, 20231 min read
5. Creating Documents Part 1 (Instructional Video)
Documents can be created from various locations throughout UniPhi depending on the work that you are performing at the time. Though the...
Sep 15, 20232 min read
6. Creating a Document Part 2
1. You will need to select the document template that you would like to use when creating your document. If your UniPhi deployment has...
Sep 14, 20233 min read
7. Creating a Document Part 3
6. Select the blue NEXT arrow icon from the lower left of each page to proceed through each step, in sequence, and arrive at the...
Sep 13, 20232 min read
8. Viewing a Document
When launching a document, UniPhi will open a new window or new tab on your browser. Once your document has launched you will see a...
Sep 12, 20231 min read
9. Stylesheets
Your organisations corporate style guide will be configured into your UniPhi deployment, allowing a standard look and feel to all...
Sep 10, 20231 min read
10. Copy a Document
When opening an existing document, the document Edit toolbar provides the option to Copy a document. Selecting the PENCIL icon will...
Sep 9, 20232 min read
11. Document Editing, and Version Control
Members of the project team can edit all documents unless their role or license level does not have editing or view rights to the...
Sep 8, 20231 min read
12. Tracking and Reverting Document Changes
Within version control, users can track changes. This allows for users to see what has been added or removed since that version and track...
Sep 7, 20232 min read
13. Emailing a Document (Instructional Video)
Once your documents have been created, and reviewed, you may also be required to send them via email. UniPhi has a document email...
Sep 6, 20231 min read
14. Emailing a Document Part 2
There are two options for transmitting your document from UniPhi: Send as an Attachment UniPhi automatically determines how to handle the...
Sep 5, 20231 min read
15. Share Documents with Drobox
UniPhi supports sharing documents with Dropbox. This feature was implemented in UniPhi 15 and needs to be enabled by your system...
Sep 5, 20232 min read
16. Document Controls/Input Objects
Document controls are an integral part of the document management system. They enable quick creation of documents based on information...
Sep 4, 20233 min read
17. Rich Text Editor User Guide - Part 1
Using the Rich Text Editor; the rich text toolbar is available to use with a rich text box and provides functionality to access the HTML...
Sep 3, 20232 min read
18. Rich Text Editor User Guide - Part 2
- This icon inserts an address and/or phone number of a team member. - The variable icon provides for pulling snippets of data from the...
Sep 2, 20232 min read
19. Create a Certified Progress Claim
Progress claims can be created as recommendations from a Quantity Surveyor, or a Certification from a superintendent, or as an invoice...
Sep 1, 20231 min read
20. Documents and Issues Management
UniPhi uses the Issues module for effective project collaboration. The Issues module achieves that through comments, and issue actions,...
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