Uploading Files and Folders
You can upload files or folders from your local system into the Document Manager.
Note: You can navigate to different parts of the application while the upload is in progress (in the background).
Asynchronous upload of files or folders lets you 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.
You can view the status of your upload by clicking the Upload Status 
icon on the top banner (next to the Announcements icon). 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 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 bytes and less than the size limit that has been specified by the Company Administrator on the Security tab of the Edit Company window (also known as the Company Properties window).
The file size also depends on the following:
- The network bandwidth, session time-out setting, and other pertinent parameters.
- Browser restrictions.
Additional information
- While you can upload an extensive range of document file types, Unifier Viewer only supports the markup of the types listed in the table in View and Open Documents. If you try to view a file type that is not supported, the system displays a message that it is not supported but that you can download it. You can also use the Comments box to add notes regarding the file.
- The following drawing file types are supported: DWG and DGN
- 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 drawing files.
- You can view the parent folder of the uploaded file in the Update Status window.
- You can navigate to the uploaded folder from the Update Status window.
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 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 the X icon. To cancel all pending and in-progress uploads, click Cancel All.
- Open or save the uploaded file or folder. Click the file or folder name.
- Open the parent folder of the uploaded file. Click the folder icon next the uploaded file.
- Clear the upload history. Click the Clear button. The history is saved for 15 days.
Uploading Files and Folders
- Choose the applicable location:
- For a project/shell, use the left Navigator to open the Document Manager & Submittals node, and then open the applicable sub-node.
- For company-related documents, use the left Navigator (User mode) to open the Document Manager node, and then open the Company Documents sub-node.
- Select the destination (target) folder into which you want to upload the files.
- Click Upload
to open the Upload dialog box.In this dialog box, you can select the Revise automatically if file with same name exists option, if necessary. The other two options (Upload files only and Upload folders and files) are selected by default and based on the folder options (Options tab).
- Proceed to drag and drop the files, or folders, to the Drag and Drop field.
Alternatively, you can click anywhere in the Drag and Drop field, and select the file or folder to upload by way of the Windows File Explorer.
- Click Upload.
After a few seconds, the system displays a confirmation message. The file upload time depends on your server and network bandwidth.
If you want to delete an item in the Upload dialog box, select the item, click the three horizontal dots icon, and click Delete.
If Unifier Viewer is your default file viewer, the system converts new documents for use with the viewer. If you try to view a new document before conversion is finished, the system displays a file conversion message.
Last Published Monday, April 14, 2025