Upload Document Settings

Setting

Description

Minimum document No. length

The minimum document length field is used when validating document uploads.

Extract document metadata from file name

This can be used with a single or bulk upload. If this option is ticked, metadata is automatically updated based on information pulled from a document name. The format can be configured in the Configuration Tables.

Enable OCR PDF's on document upload Enable this option to automatically apply optical character recognition (OCR) to PDF documents after they have been uploaded. When enabled, a batch process runs every 15 minutes and applies OCR, so users do not have to do this in outside applications.

Allow uploading of superseded document revisions by

  • Administrator

  • Other document uploaders

This option needs to be enabled for administrators and/or other document uploaders to be able to upload superseded revisions of documents.

Carry forward document access for superseded documents from previous revision

Enable this option if access to documents uploaded as superseded are to be carried forward from the previous revision. When this setting is enabled, links in the Links tab and links created in annotations, exception for Defect links, are carried forward in the next revision.

Enable upload of additional View files by Review Coordinator within the release wizard

This option enables the review coordinator to upload additional view files to a document as part of the document release process.

Enable upload of additional View files by Originator for restrained documents

This option enables the document originator to upload additional view files to a document that is currently restrained.

Carry forward links when documents are revised

The uploader is given the option to maintain the existing links to view files when the document is revised.
Carry forward link to submittal when revised via document register This option enables a document that is revised from the Document register to show as revised in any submittal that includes the document.

After uploading a restrained document

  • Prompt to start review

  • Prompt to transmit restrained documents

Once a restrained document has been uploaded, choose whether the prompt will ask to start the review or transmit the documents.