Drag and drop a document
You can drag and drop one or more documents:
- Click Files in the toolbar.
- Select the folder you want to upload to.
- Drag and drop the document(s) from your local device to the content pane.
The Uploading window appears.
- If applicable, add a status and a description per document.Note: The available document statuses are: Draft, Proposal, In preparation, Revised, and Approved with remarks.
In case the folder has metadata, more fields will appear in the Uploading window for you to fill in.
Note: If a file with the same name and extension already exists in the folder where you want to drag and drop a file, you can:- Tick the Upload this document as a copy checkbox to upload the document as a separate file. If applicable, enter the required options.
- Tick the Add as revision checkbox to upload the document as a revision of a selected document (only for Administrators).Note: You can search for a document in the Add as revision of field.
- Tick the Replace last revision checkbox to replace the last revision of the document with the newly added version (only for Administrators).
Note: If you are uploading multiple documents:- You can click apply data to all uploads to copy the added information to all documents you want to upload.
- You can tick the Add as revision checkbox to upload the document as a revision of a selected document.
- Click Upload.
A pop up window shows the upload progress and informs you that the documents are successfully uploaded.
Tip: If you want to upload a lot of documents simultaneously, you can use the Bricsys 24/7 Transfer Tool.
You can drag and drop a revision for an opened document (only for Administrators):
- Click Files in the toolbar.
- Select the applicable folder.
- Click on the document you want to upload a revision for.The document details window appears.
- Drag the new document version from File Explorer and drop it over the document details window.The Upload revision window appears.
- If applicable, add a status and a description per document.Note: Optionally, you can:
- Tick the Rename to: checkbox (becomes available if the dragged file has a different name) to rename the existing document to the dragged file's name.
- Tick the Replace last revision checkbox to upload the document as the last revision.
- Click Upload.
A pop up window informs you that the document is successfully uploaded.
If applicable, click Send notification in the pop up window to inform users by email.