Update Documents

Upload a new file

1. Search the document register and select the document(s) you wish you update.
2. Click Tools > Update.

3. To update a single document select it and change the values within the right-hand panel such as Title, Status, or Discipline.

4. To update the file associated with this document, simply Drag and Drop the new file from your computer into the space provided. Alternatively, click anywhere in the outlined space and choose files from your computer. You can also Upload from Dropbox or Box.
    
5. To update multiple documents select them and click Bulk Edit. For example, you may want to set the Discipline as Electrical for all except one of the files you just uploaded. 

6. Once you have updated the values for the selected documents, scroll to the bottom and click Apply.

Import Metadata

7. If you are working with hundreds of documents you may prefer to populate your metadata from an Excel spreadsheet. Click Import metadata. Otherwise, you can skip to finalizing your documents.
8. Download the template containing the document fields that need to be populated. Each project will have a unique template. Templates will change if document fields are changed on your project, so it's always best to start with a fresh template.
9. Open your metadata template file in your spreadsheet application such as Excel.
10. Complete all the mandatory fields. They're shown in bold in your file.
11. You'll notice the File field is automatically populated for you. Make sure you enter the correct document numbers and other metadata against the correct files.
12. Complete as many of the other fields in the template as you need to.
13. Upload the populated metadata file by dragging and dropping the file, or click anywhere in the outlined space and choose files from your computer. 
14. Click Import.
15. Click Download Metadata Logs after importing a metadata file. Check the result column for any errors with the imported file. If there are no errors you'll see an OK result.

Finalise your documents

16. Once you have completed all your updates click Update Documents.
17. You'll see a prompt that your documents have been updated in your organization's Document Register
18. Click Transmit the document(s) so other organizations can access them.

Update metadata only

Use this process to update document metadata in bulk, without changing the files.

Before updating make sure you refresh your Document Register to see the latest documents. To do this click Documents > Document Register. Then click Clear all filters, and Search. Then come back to this process.

1. From the top navigation click Documents > Add/Update Documents.
2. Choose Update Metadata Only.

3. Click to download the metadata template.
4. Open the template in Excel and populate the fields as required. Note: fields in bold are mandatory and must be filled.

5. Select or drag and drop your completed metadata template in the area shown.
6. Click Next.

7. You'll see a preview of the documents you are updating. Review and make any changes as required.
   
   Note: If your template contains documents that don't have any changes, Aconex will ask you to remove them from the list. Click 'See detail' to see these documents. Alternatively, update your spreadsheet with the required changes for these documents and try again.

8. Click Register to update the documents.