epm View & Redlining Document Management epm View & Redlining Licensing

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1 epm View & Redlining Document Management What is the epm Document Management Viewer? The epm Document Management View & Redline tool is powered with the Brava! product family by Informative Graphics Corporation (IGC), a leading provider of commercial software for content visualization, web publishing and collaboration. The epm Document Management View & Redline tool is a solution for the following epm documents; Design Documents, Submittals, and Catalog Cards. epm utilizes these powerful documents to represent each electronic file and its unique attributes. The introduction of the epm View & Redlining functionality to these documents adds more rich user interfaces and visibility into document collaboration. Who Will Use This? General Contractor Construction Manager Architect/Engineer Project Manager GSA Executive GSA Contracting Officer Owner Representative epm View & Redlining Licensing Staff and Contact User accounts at the Organization workspace must have the Proliance View & Redline option box checked. To enable View and Redline for an account, a epm Regional Administrator would follow these steps: 1. Login to epm 2. Select the Organization workspace 3. Browse to Applications Address Book and either Staff or Contact register 4. Open the Staff or Contact document 5. Browse to the Account page and Licensing section 6. Check the Proliance View & Redline box. QRG.091_ePM View and Redlining Document Management Page 1

2 Create a View & Redline supported document 1. To create a new document, navigate and open a project. From the Navigation pane, browse to one of the following: Applications > Office Management > Design Documents register. Applications > Office Management > Submittals register. Applications > File Management > Catalog Cards register. NOTE: Design Documents, Submittals, and Catalog Cards are all View & Redline supported documentsstep text 2. The user selects the New button from the toolbar. 3. The user is then presented with a new document to begin entering data. 4. The user can now populate the document with metadata to assist in searching, filtering, and reporting on data in the future. All required fields contain an asterisk (*). 5. Electronic files can be added to the document to share with others on the project. Under Options by clicking on the Attach button within the Source File/URL or Presentation File/URL sections, the user is presented with a browser. QRG.091_ePM View and Redlining Document Management Page 2

3 6. From the browser a user can navigate through their local folder tree and select a file or even enter the URL from a website. 7. After selecting a file it is uploaded to the main page of the selected document and appropriate Source or Presentation section chosen by the user. 8. Save the document and more Options buttons appear. QRG.091_ePM View and Redlining Document Management Page 3

4 Redlining: Markups and Annotations 1. Select the epm Document Viewer icon under options from either the Source File/URL or Presentation File/URL section of the Main page where the file has been uploaded. The epm Document Viewer screen will be launched. 2. Select the Markup icon and New icon to begin adding redlines or annotations. The redline toolbar is vertical and left-justified. Select an A for a text box or Cloud icon to apply a few redlines. NOTE: Markups for each user are saved separately while leaving the original file untouched. NOTE: Multiple markups on a file can be viewed simultaneously. 3. For more information about using Brava! redlining feature functionality, reference the following QRGs: QRG.092_ePM View & Redlining Toolbars & Icon Features QRG.093_ePM View & Redlining Supported File Formats 4. Select the Save icon to Save & Publish the redlines. QRG.091_ePM View and Redlining Document Management Page 4

5 Viewing Document Register Redlined Documents All documents containing redline markups or annotations, will appear with a red outlined box around the Number icon as illustrated below. This flags the end user that this document has been viewed and saved containing redline markups. User can change the register view as desired to display the uploaded files by certain fields. Additionally, the Open As to Source File or Presentation File can be changed, for example, instead as the Document default which will launch the epm Document Viewer. QRG.091_ePM View and Redlining Document Management Page 5

6 Brava! Desktop Client epm Quick Reference Guide #91 The desktop client required to be installed is distributed as a (*.msi) file and automatically installed who are granted Brava! licenses: Below are conditions involving the prompt and installation details of the Active X Control required desktop client if a non-gsa employee accesses the Brava! epm Document Management Viewer under the Options section. 1. The end user will be prompted to install the Active X Control desktop client when the user selects the Options epm Document Viewer icon for the first time. QRG.091_ePM View and Redlining Document Management Page 6

7 2. The If the ActiveX file is not installed the following prompt will appear. epm Quick Reference Guide #91 3. Select the Yes button to continue install. 4. Choose Always install software from "Informative Graphics Corp" 5. Browser will open so end user can start redlining. QRG.091_ePM View and Redlining Document Management Page 7

8 Tips epm Quick Reference Guide #91 Below are some of the benefits of marking-up and annotating files in Brava. Original Files Untouched Original files are never modified; annotations are saved as a separate, overlaid XML file. Secure & Trackable Each annotation entity is marked with the creator's username, date and time. Users cannot edit other user's annotations. Concurrent Annotations Each reviewer can create a separately managed annotation file, supporting permission roles and allowing multiple users to comment on the same file at the same time. Annotations Saved As XML Annotations are saved in a non-proprietary, open XML format, permitting import/ export of annotations and pre/post processing as an integral part of a workflow. Burn-In Annotations can be burned into a PDF or secure CSF "copy" of the original file, making it easier to files with notes to suppliers or customers. Stamps Add stock stamps like Approval, Rejected or Cancelled, or create custom stamps. Like all annotation entities, stamps record the creator's username, date and time. Consolidate Select annotation/markup files from multiple reviewers to combine into a single file. Changemarks Annotation Review Changemarks step reviewers through every comment, ensuring none are missed. This is particularly useful on very large drawings or multi-page documents. QRG.091_ePM View and Redlining Document Management Page 8