Update Documents

1. 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 associate 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. 
    
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 step 15.
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

Finalise your documents

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