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 through any browser, 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 in the Unifier Configurator (~2.5 GB).

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

Additional information

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:

Uploading Files and Folders

  1. Navigate to the project or shell or company Document Manager grouping node, and click Documents functional node to open the Documents log.
  2. In the Documents log, select the destination (target) folder into which you want to upload the files.
  3. 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).

  4. 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.
  5. 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.



Last Published Tuesday, December 17, 2024