Uploading Files

 

 

 

Depending on what section you are working in, there are different requirements as to data that needs to be entered. The following list details what is required in each section

 

 Plans                                        Specs                                General & Photos

 Title *                                        Title *                                Title *

 Document Number *                        Document Number *                Document Number *

 Discipline *                                                                                                                                                                                                                              Status *

 Issue Date *

 

There are 3 different ways to upload files.

 

 1. Individually

 2. Drag & Drop ( Auto Naming  & Numbering Available )

 3. Import Data from Spreadsheet

 

 

To Upload a document individually

 

Click Create New Document

 

Fill in the required ( * ) fields and click Save

 

To Upload Multiple Documents

 

Click Create New Document

 

 

Fill in the required ( * ) fields and place a checkbox in "Multiple Documents"

 

 

The page will refresh and the then click the Upload Button

Java will load ( MUST BE Installed, if not go to www.java.com and click install )

The following screen opens

 

 

Click Add Files and chose the files you need to upload.

 

**   If you check the Pre-Fill Documents "Number & Title after Upload" the system will recognize the file name and enter it into your name field and number field.  **

 

The following screen comes up as a final step to confirm your mass upload. You can change any document info before clicking "Save"