Create a document upload profile

1. Check that you have the correct project selected.
2. Click Documents.
3. Select Add/Update Documents.

4. In the upload profile list, click Create Upload Profile.
   Note: You can click the pencil on an existing profile to view or edit it, but in this tutorial, we will create a new profile.

You'll see the Upload Profile screen.

Upload information

Fill in the details for your document upload profile.

Set default field values

Click Manage values under the Set default Document Field values or
Set default Project Field values heading.

Select the tags you want to apply to all the documents you're uploading using this profile. 

Remember to click Update to save your changes.

Extract values from filenames: System ruleset

System ruleset will detect the Document Number and Revision from the following filename schemes:

Extract values from filenames: Custom ruleset

Custom ruleset allows you to configure your own scheme and section the filename to populate many document values.

Supported Document Field types:
• Text
• Text area
• Select List (Single)
• Document Number

Separators:

Select which symbols (such as hyphen or underscore) are used as a separator for identifying values within your filename.

Skip parts of the filename:

Skip parts of your filename that are not required to populate document fields. For example, you might be using a sequence number in your filename, which is not part of your document values. Select "Skip" for this part of the filename to ignore it and continue with the rest of the filename.

Use in Document Number:

Tick this box for each value that will be used to define the Document Number. 

Extract document values from the filename vs. Default document values:

Both of these features can work together in your upload profile. Default values are applied first, then if a custom ruleset exists for a given value, the system will overwrite it.

Custom ruleset Example

Take the following filename: AIR-1815-1-B-Approved-Ventilation Level 1.dwg

This filename contains the Document Number, Revision and many other important values that are separated with a hyphen (-).

For clarity, let's break the filename into sections at each hyphen, so we can see the fields that can be extracted and populated:

Now we are ready to build our custom ruleset per the following image:

We have used a combination of the custom ruleset and default values, allowing for many values to be populated, and reduce time spent entering values manually.
Make sure you Save your profile!

Using your document upload profile

Now that you have created and saved your Document Upload Profile you can use it when you add documents.

You can create many different combinations of rulesets, to accommodate many filename schemas.

Set a default profile for your project

If you're a project admin (from the Aconex project-owning organization) you can set a default upload profile for your project. This helps uploaders apply the correct metadata. It's a project-wide setting and will apply to all users in all organizations. We recommend you communicate any changes to your project team.

1. From Setup > Preferences select the Project tab.
2. Scroll down to Project-wide settings.
3. Under the Documents heading you'll find Configure Default Profile for the project.    
4. Click Edit.
5. Click the dropdown to select a default upload profile for the project. If the profile isn't listed, make sure you've set it to Share with the Project.
6. Click Save.

Now when users on your project add documents, the default profile will be selected, but they can choose a different profile each time they upload.