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Working with Documents
Working with Documents
Find out how to upload, send, update and review documents.
Basic Tasks in Documents
Learn the basics such as opening, reviewing and sharing documents.
Advanced Tasks in Documents
Learn how to perform tasks such as superseding, reviewing older versions, sending print requests and uploading confidential documents.
Using Related Items
Use Related Items to create relationships between documents.
Working with 10 or more documents at once
Find out more about uploading, superseding and managing files in batches.
Frequently Asked Questions
When you upload files using the Multi File Upload or Zip File Upload tools, you’re asked to select a document upload profile. It’s in this profile that document name and revision settings are controlled.
Once you select a document upload profile from the dropdown menu, click the View/Edit Profile link beside it. You’ll see the Upload Information page.
Find the Use filenames as document numbers checkbox. It will be checked. Beside it you’ll see an example of how Aconex will treat the documents you upload, splitting out the document name and revision from the filename.
If you don’t want to use this option, create a new upload profile to use when you add documents to Aconex, and leave the Use filenames as document numbers checkbox unchecked.
Are you using the old Java-based viewer?
Check that you’re using Firefox or Internet Explorer, along with the Java plugin.
Check that the Java plugin is installed on your computer.
- If it's not, download it here.
- If it is, make sure you have the current version, then add Aconex into the Exception Sites List.
If you can’t download or upgrade Java, contact your organization’s IT Service Desk.
If you’ve done all this and you’re still having problems, contact the Aconex Service Desk.
Are you using the new online viewer?
- With Internet Explorer 11, occasionally the loading process delivers you to blank page within the viewer. If you’re experiencing this issue, try turning off hardware acceleration in the browser. If that doesn’t work, you may need to update your graphics card driver.
- With Chrome, sometimes the loading stalls at 100%. Refreshing the page and reloading should fix this.
These documents have been assigned to you as part of a workflow. You'll need to review these documents, and either approve or reject them.
If you're already logged in to Aconex, open a workflow step from the My Tasks page.
If you've received an email notification, open a workflow step from a workflow transmittal.
If you or your Organization or Project Administrator set your timezone to something other than the default for your project location, you’ll see a different date displaying in the Event Log, transmittal view and Transmittal History than on the same Transmittal in the Tasks page and Search results.
Each Aconex project is housed on a certain instance, which typically relates to the project location. To provide a single source of truth for your project, all dates are recorded in UTC (Coordinated Universal Time) on that instance.
If you select a timezone other than the default, dates on individual transmittals will reflect the local time in that timezone in the Event Log, transmittal view and Transmittal History. However, the search results and Tasks list will still show dates in UTC on your instance, so you’ll know what the “universal” date of document activity was for all project participants.
You can keep zip files zipped when you add them to the Aconex Document Register using the Multi File Upload and Zip File Upload tools.
To do this, create a new upload profile and make sure you uncheck the Expand Zip Files checkbox.
When you upload your zip files using this profile, they will remain zipped within Aconex.
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