Create an Action Item with a Markup from a Record Document

Perform the following steps to create an action item with a markup from a record document.

To create an action item with a markup from a record document

1.     If you are not already there, open the Document Control activity center by clicking Document Control from the Project Home activity center or from the Activities list.

2.     Select the record document from the log, then click the Preview tab to view its image file.

3.     Select Open with Newforma Viewer from the Tasks panel to view the image in the Newforma Viewer.

4.     Mark up the image and then click Copy Current View to Clipboard to copy the image to the Windows clipboard, then close the Newforma Viewer. You don't need to save the changes.

5.     Click the Related Items tab.

6.     Click Create Related > Action Item to open the Identify an Action Item dialog box. Fill in the necessary information, then paste the markup in the Description tab.

7.     Mark the Send Change Notification Email checkbox and click Create to create an action item with a markup of the problem embedded in the Description tab. The email notification will also have the snapshot in the Description section of the email message.