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Upload documents

Upload documents

Owned by Tobias Svenberg

In Projektstruktur, it is possible to upload documents and place them in the folder structure for the specific project. Uploading documents is the only way in Projektstruktur to create new documents that are not in the Microsoft Office format.

Note! Always use the "Transfer document" function or Projektstruktur's "drag and drop" tool for uploading documents! There are three methods to upload documents to a project: using the upload page, drag and drop, or upload client (optional).

Upload Page

Accessible via a menu option in the top menu. It allows only one document to be uploaded at a time.

  1. Navigate to the folder where you want to upload your document.

  2. Select the menu [Files]->[Upload Document].

  3. Click the [Choose File] button and select the document you wish to upload.

  4. Press the [OK] button.

  5. You will now be redirected to fill in the properties/metadata. See Document Metadata.

Note! If you don't want the uploaded document to become a new version of an already existing document, don't forget to uncheck the box "Add as a new version to existing files".

Drag and Drop

This feature can be used to transfer multiple files at once.

  1. Navigate to the folder where you want to upload your document.

  2. Start dragging a file from a folder on your personal computer.

  3. Drop it onto the workspace of the portal.

  4. Click the [OK] button.

  5. You will now be redirected to fill in the properties/metadata (see the section below for a description).

Upload client

Upload client is a client software that can be used to upload drawing files directly from your workstation. For a description of its functionality, see the section on Upload client.

 

Metadata: When documents are uploaded via the upload page or the drag and drop function, the document's properties (metadata) need to be edited. After the documents are uploaded, a dialog opens for editing the properties of the document. Check Document Metadata for more information.