User manual

When notifying a Private and Hidden Groups (page 128) the group name
is displayed in the cc field, but not the individual member names.
6 To attach a file to the form click Attach. See Attachments Tab for Forms
(page 320) for more information.
7 Link to a document within Buzzsaw or, upload a document from your
hard drive to link to:
■ Link to Project Files — Click this link to navigate to a document
or folder within Buzzsaw. The links to your selected documents are
added to the form. You can link to a project, folder, document,
markup or a specific version of a document. You cannot link to a
form or form log.
■ Upload & Link to Local Files— Click this link to upload a
document from your hard drive, add it to a project within Buzzsaw,
and link the form to this document. You can link to a specific version
of the file which makes the link static and links to the selected
version, not to the most recent version.
Once a link has been added to a form the attachment icon displays in
the form log attachment column. See
Linking Documents to a Form
(page 317) for more information.
8 To include a comment about the form, click Add Comment at the top
of the form. See Adding a Comment to a Form (page 312) for more
information. When you have completed the form, click one of the
following:
■ Save As Draft — Saves the form to the log but the form is not
numbered, nor are email notifications sent to the selected members.
The draft is only displayed in the creator's log and dashboard. No
other members can see the draft.
■ Submit — Saves the form, adds it to the log, and numbers the form.
When the form is submitted an email, containing a link to the form,
is sent to the selected members.
9 To cancel the form, simply close the window. The form is not added to
the log and you lose any information that you entered.
When you have finished adding the form it is displayed in the log. The form
log configuration determines the type of access that other project members
have to the form.
See
Step 4: Business Processes (page 263) for more information.
See also:
Assigning/Re-assigning a Form (page 324)
Working with Forms | 311