Uploading Documents

The Upload documents option enables you to upload multiple non-CAD documents to the system.

Attribute
Description
Add to Desktop
Select or clear checkbox to add the document to the desktop. If the Add to Desktop is not enabled for the Document's super class, this column will be invisible.
Secure by
Select or clear checkbox to add security context to the document. If no security context is enabled, this column will be invisible.
Class
List the leaf classes of the super class documents configured by the clb.

Note: Classes with Folder behavior do not appear in the class list.

File Name
Name of the file selected for upload.
File Type
List the possible File Types by file extension. Define File Types and File Extensions in the Application Tool Setup.
Description
Describes the listed document. The default value is the file name without the extension.
Document Type
List the type of document, e.g., General.
Link Type
List the Link type. If there is only one link type, this column will be invisible.

To upload documents:

  1. From the Edit menu, select .
  2. The Browse dialog appears.

    Link to Upload%20Documents_1a.gif

    Note: The Browse dialog enables you to select multiple documents for upload. For each selected document, an additional line will be added in the Upload Documents grid.

  3. In the Browse dialog, select the documents that you want to upload and click Open.
  4. The Upload Documents window appears.

    The selected documents are added to the Upload Documents grid.Link to Upload%20Documents_2.gif

    Note: Clicking Delete (X) next to a document name removes the selected line or lines from the grid. Clicking closes the Upload Documents window. If a document cannot be created or Checked In, the Upload Documents window remains open and an error icon/warning appears at the beginning of the line.

  5. To select additional documents, in the Upload Documents window, click .
  6. The Browse dialog appears.

    Link to Upload%20Documents_1a.gif

  7. In the Browse dialog, select the additional documents that you want to upload and click Open.
  8. Click .
  9. The selected documents are created and Checked In the system.