Create an investigation request from the PDF viewer

You may create an investigation request (IR) from the PDF viewer for a document to initiate a change process. You may decide to include a markup or not. If you have included a markup, the marked up document as well as the original document is attached to the IR so that the assignee knows what issues to address.

To create an IR:

1. (Optional) Create or load a markup.

2. In the top right corner, click Create IR.

   A dialog opens to configure the details of the IR.

3. Select the IR type.

4. Set the priority.

5. Choose a Workflow to govern the lifecycle of the IR.

6. Type in a Name for the IR.

7. Choose a Start date.

8. Choose an Assignee.

9. Add a Description.

10. Associate any additional items to the IR if desired.

11. Click Create and start.

The document with its currently displayed markups is associated with the IR under a new document number. This document may be found in the IR details pane > Documents > General documents. The document may be opened into the PDF viewer where its markup (if any) may be viewed.