A variety of file types may be published into selected folders within Tender Manager. These include Word, Excel and drawing files such as DWF and PLT files. Please see Protocols documents for further details on file types supported.
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Upload / Publish also provides each user with the ability to distribute document/s to appropriate recipients for specific actions. The following steps should be used when Uploading / Publishing file/s into Project Workflow folders:
1. Select Folder to upload into.
2. Click on the 
icon
and select Publish
Standard Document.
3. A layered page will appear.
4. Select the files to be uploaded and drag them to the upload area or click 'Select Files' button to browse and select required files.
5.
Attributes are already selected and you can click 
icon to copy the file name as doc title.
6. You will
need to enter the value for mandatory attributes (document reference,
revision number, document title, purpose of issue and status). Click on
icon to select existing document reference.
Custom Attributes - You can capture the custom attributes for a file here.
Hierarchial Attributes - You can capture the custom hierarchial attributes for a file here.
7. You can
click 
icon to apply
same value of an attribute to multiple files.
8. Fill all mandatory values and click on 'Apply To All' button to apply entered values to all attributes of selected files.
9. You can
apply value to particular attribute through bulk apply by just clicking
on 
icon. By clicking on icon, values of particular attribute will
get applied to all selected files.
Note: Bulk apply works only when the fields are empty, if there are other
values for any file attributes which you need to overwrite, keep the 'Apply
to All' box empty and click on
. This will blank out this field for all files, now you can enter
required value in 'Apply to All' box and click
.
10. Click on 'Upload' to upload files with attributes. To distribute a file before upload, click here for detailed help.
11. The activity center displays the progress of file upload/s. Activity center screen automatically closes once all the files are uploaded successfully.
12. In case, selected files already exist in the folder then all the attributes will be automatically pre-populated. The attributes will be included in the upload of the revision.
Upload Type:
Batch File Upload - Standard upload
FAQ's
Q: Can i associate the drawing series attribute with a non-drawing document type?
A: Yes you have the facility to associate the Drawing series attribute to all types of documents.
Q. I am prompted to edit the Doc Ref with some suggested values even if I have not applied any Number Checking Rule to the folder where I am publishing the file.
A. The default rule of the Workspace has is applied to all the folders to which no other Rule is applied. The default rule if marked mandatory will prompt you to specify the Doc Ref which is correct according to the default Number Checking Rule for the Workspace.
Q. The Doc Ref. I entered for a document does not match with the Rule that is applied to the folder, but I am not prompted to correct the Doc Ref..
A. You must have marked the Mandatory checkbox for the Rule as OFF. The Rule needs to be marked as Mandatory for you to prompt for the Doc Ref according to the Rule.
Q. I am no more able to publish Documents in the Tender Workspace folder (named as my company name), which I was able to do earlier.
A. On completion of close date of the Tender Workspace, only Tender Administrator is able to publish documents to the Tender folders. All other users can only view the documents. Your Tender workspace must have reached the Close Date.
Useful Links:
First Time Using Asite Collaboration
Managing Document Numbering Scheme