Uploading New Documents

To upload a new document (subject to appropriate access):

  1. From the Document Register, click New.

  1. Enter the required document details:

Field

Description

Document No*

This is the number of the Document.

Title*

The document Title.

Rev*

The document Revision.

Status*

The document Status.

Discipline*

The Discipline the document belongs to.

Category

The Category the document belongs to.

Type

The Type of document.

Sending Company

This field only appears if your company can upload documents on behalf of other companies. If this is the case, select the company that has sent the documents from the list.

Sender

This is the user who sent you the documents from within the Sending company above.

Revision Notes

Any revision notes associated with the document.

Remarks

Any remarks associated with the document by the up-loading person.

Reason

The reason for the upload as described by the up-loading person.

* Mandatory fields

  1. Select Attach Files to upload the format(s) of the View file(s) or drag and drop the file(s) onto the document details screen.

  1. Click Save then Close.

  • For very large files > 2GB, select the Attach Large Files (>2GB) option from Attach Files.

  • Use the Duplicate option from the document register to create a new document that has similar attributes. Edit the details as required, attach the View file and Save.

  • Use the Save & Transmit option available from the Save button to launch the transmittal generation screen automatically after the document has been uploaded.