Uploading Files

You can upload files or folder from your local system into the Document Manager.

Note: You can navigate to different parts of the application through any browser, while the upload is in progress (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.

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 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 bytes and less than the size limit that has been specified in the configurator (~2.5 GB).

If the file size for the uploads is not specified in the configurator, the actual file size for the uploads depends on the following:

The network bandwidth, session time-out setting, and other pertinent parameters.
Browser restrictions.

Additional information

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 (.dwg).
You can drag and drop folders onto the Upload window only if you are using Chrome or Edge.
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.
When using Chrome or Mozilla Firefox browser, in an asynchronous upload, only the drawing files (.dwg) are considered as reference files.

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

Navigate to the project or shell or company Document Manager grouping node, and click Documents functional node to open the Documents log or window.
In the Documents log or window, click to select the destination (target) folder into which you want to upload the files.
Click the Upload icon () 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 the plus icon, or anywhere in the Drag and Drop field, and select the file or folder to upload by way of Windows browser.
Click Upload.
After a few seconds, the system will display 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, click to highlight the item, click the three horizontal dots icon, and click Delete.

Note: If you have uploaded drawing and reference files marked as missing, see Resolving Missing Reference Files (Reference Manager).

Manage 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.

Last Published Saturday, July 12, 2025