ePM View & Redlining Document Management
What is the ePM Document Management Viewer?
Who Will Use This?
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.
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General Contractor√
Construction Manager√
Architect/Engineer√
Project Manager√
GSA Executive√
GSA Contracting Officer√
Owner RepresentativeePM 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
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 (*).
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.
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
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
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 7
3. Select the Yes button to continue install.
4. Choose Always install software from "Informative Graphics Corp"
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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 email 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.
