You can upload files or folder from your local system into Document Manager. If you are using Chrome or Firefox browser, you can navigate to other parts of the application while the upload continues in the background. Asynchronous upload of files or folders allows you to upload files while simultaneously using the application. The login session is kept active if there are pending uploads; uploads are canceled if you sign out of the application. If you are using IE or Edge browser, you can only perform synchronous uploads.
Asynchronous uploads are supported in both Classic and Standard views. You can view the status of your upload by clicking the Upload Status 
icon on the top banner. The color of this icon changes from blue (in progress) to green (successful) or red (failed) to indicate the status of the uploads. The Upload Status window displays a list of all files or folders that were uploaded within the last 15 days. From this window, you can see the name of the uploaded file or folder, size of the file, the reason for the failed upload, and the number of files in the uploaded folder. You can click on the file name or folder name to open or save the file. From the Upload Status window, you can also cancel pending and in progress uploads, and clear the upload history.
The file size for the uploads must be more than 0 byte and less than the size limit that has been specified in the configurator. If the file size for the uploads is not specified in the configurator, then the actual file size for the uploads depends on the following:
- The network bandwidth, session time-out setting, and other pertinent parameters.
- Browser restrictions. For example, IE (9, 10, 11) allows uploading files up to 4GB in size, only.
Notes:
- Drawing files are always uploaded synchronously, regardless of the browser you are using. When selecting multiple files all the files will be uploaded synchronously, if the upload contains one or more DWG files.
- On IE and Edge browsers, you can only perform synchronous uploads.
- You can drop and drag folders onto the Upload window only if you are using Chrome.
- You can view the parent folder of the uploaded file in the Update Status window only in Standard View.
- You can navigate to the uploaded folder from the Update Status window only in Standard View.
- On Chrome and Firefox, only drawing files (.dwg) are considered as reference files during asynchronous uploads.
- In Async upload only .dwg file is considered as reference file when chrome/mozilla browser is used.
Using the Upload Status Window
From the top banner, select the Upload Status icon to view the Upload Status window. From this window, you can do the following:
- View a count of pending uploads.
- View the status of uploads. Failed uploads are in red, you can click on the Info icon to view the reason for the failed upload.
- Cancel a pending or in-progress upload. Hover around the file or folder name and click on the X icon. To cancel all pending and in-progress uploads, click Cancel All.
- Open or save the uploaded file or folder. Click on the file or folder name.
- Open the parent folder of the uploaded file. Click on the folder icon next the uploaded file. This option is available on in Standard View.
- Clear the upload history. Click the Clear button. The history is saved for 15 days.
Uploading Files and Folders
- Navigate to the project or shell or Company Documents node.
- Select the destination (target) folder into which you want to upload the files.
- In Classic View: click the Upload button or select File > Upload.
In Standard View: click the Upload
icon. The Upload Files window opens. - Drop and drag files or folder, or click the Browse button and select the file or folder to upload, and select Open.
- On the Upload Files window, you can include additional information, such as: document title, revision number, and issue date. This information is optional, and can be added or imported at a later time. To remove a file from the list, select the row and click
> Delete. - From the Advanced Options section, you can select the following additional options: Include reference files (applicable for drawing files only), Revise automatically if file with same name exists, Upload files only, and Upload folders and files.
- Click Upload. The Progress Status indicator on the top banner displays the progress and status of the upload.
- If you are uploading drawing files and have selected the option to Include Reference Files, an upload window opens and you can select the reference files associated with the base fie.
Note: If you have uploaded drawing and reference files marked as missing, see Resolving Missing Reference Files (Reference Manager)
Uploading Drawing and Reference Files
The following drawing file types are supported: DWG and DGN.
The following lists the ways to manage uploading drawing files with associated reference files:
- The base file can be dynamically linked to the reference files, meaning that the base file always links to the latest version of each reference file. If a reference file is revised, the revised version will be linked to the base file.
- The base file can be statically linked to the reference files (i.e., the base file always points to a particular version of the reference file) regardless of whether it is the latest version, or not.