Create a document upload profile
- Check that you have the correct project selected.
- Click Documents.
- Under Actions click Multiple File Upload.
- Click the Create Upload Profile button.
- Fill in the details for your document upload profile.
|Profile name||Give your profile a descriptive name.|
|Profile description||Provide a description about this upload profile.|
|Use default document values||In most cases you’ll want to leave this checkbox on. When you leave this checkbox on, fill out Default Document values section. This section is on the same screen, underneath this section.|
|Use filenames as document numbers||If you will be using the bulk supersede process you must keep this checkbox on.|
|Expand zip files||Any documents you upload in a zip will be automatically extracted.|
The first section of the Document Upload Profile screen.
Now add the tags you want to apply to all documents
In the Default Document Values section you'll select all the tags you want to apply to your documents.
Use the yellow fields only as a guide. Unlike other sections of the Aconex web application, you do not need to fill in every field that is marked in yellow.
Only fill in the fields where you want your selections to be applied to all the documents you're uploading.
Then, Click the Save button to save you profile.
In this image we've created a document upload profile for documents that are: Drawings, Approved and Architectural. When we use this profile to upload documents we'll need to manually add a Title, Revision number and Revision date for each document.