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Uploading to Documents to the Publication Space is easy with drag and drop uploading. In addition, a host of upload tools make uploading a document with it's meta-data quick and efficient.

Upload Document/s

1. Click on Publication Space in the menu.

2. Select the file or files you want to upload from your file location and drag and drop them into the Publication Folder.

3. You will then be taken to the Upload Page.

4. The Upload column gives a clear indication of the upload status.

5. Most user fields are auto filled from the name of the file being uploaded.

5. Fill in the other details as required.

6. Mandatory fields are indicated with the red asterisk in the column header.

7. Click Upload.

Upload Separable Files to a Place Holder is not Supported

Refer here for more information.

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Upload Document/s to a Specific Folder

1. Select the file or files you wish to upload.

2. Drag them into the Publication Space area.

3. Drop them into the folder row.

4. The upload page will indicate which folder the documents will be added to.

5. Fill in the Document details as needed.

6. Click Upload.

Browse and Attach to Upload

1. Click on the Upload Icon.

2. This will launch an Explorer Window.

3. Select document(s) as needed. 

4. On the upload page fill out the required fields as necessary.

5. Click Upload.

Browse and Attach to Upload to a Specific Folder 

Navigate into the folder in publication space that you want to upload to and then follow the steps noted in above.

Multiple

Value Selection for Cascading and Select Fields

RIB CX has now added the ability to select multiple values for Cascading and Select Fields within the Publication Space.

This feature is supported in the following areas

• Upload Page
• Editing a Document
• Bulk Edit
• Transmittal / Distribution Transmittals

Supersede Document/s

To supersede document/s in RIB cx is the same as uploading document/s detailed above.  RIB cx automatically picks up if the document/s is a revision based on the file name.   

The “Supersede” will come automatically once there is a new revision uploaded in Publication Space. For example see the below two screenshots.

In both the below screenshots, you will see that for the same DTX one has “Supersede” flagged in it. The reason being in the first screenshot, REV 3 is the latest revision and hence the “Supersede” is not flagged in the DTX. However, when I uploaded a new rev which is 4, the DTX has the “Supersede” flagged in it automatically.

Upload Types

When you upload files you will notice the Upload page indicate whether a file is New, Revision or Revision Move. 

New - Documents which have NOT been previously uploaded to a folder.

Revision - A new revision of a document that has been previously uploaded.

Revision-Move (Exclamation Icon) - A new revision of a document you have uploaded to a folder that is different to the one the earlier revision is residing.

Clicking on the Revision-Move (exclamation icon) will prompt the user to choose what to do with the file.

1. Whether to move the older revision as well as the new revision to the current folder location.

2. Or move the new revision into the previous folder location.

In this example, three files which are new revisions of files that exist in the Architectural folder, have been dragged and dropped into the Electrical folder. 

When clicking on the Revision-Move icon the system asks whether to move all the revisions to the Electrical folder.

No = The new revision will be uploaded to the Architectural folder.

Yes = The previous revision and the new revision will be moved into the Electrical folder.

Tools on the Upload Page

Bulk Edit

Bulk Edit can be used to quickly fill in information about your documents on the upload page by selecting one or more files and then applying changes to them.

1. To begin, select one or more files on the Upload page.

2. Then click Bulk Edit.

3. The Bulk Edit control will appear on the right hand side of the Upload page.

4. Change the values you would like to change .

5. Then Click Apply to Selected or Apply to All Documents.

Apply to Selected = Will only apply the changes to the selected documents on the upload page.

Apply to All Documents = Will apply the changes to All the documents on the Upload page.

Remove Selected

To remove a document from the Upload page:

1. Select the document (s).

2. Click Remove Selected.

3. Confirm to Remove.

Add More

To add more documents to your upload you can 2 options.

1. Simply drag and drop more files to the Upload page or.

2. Click on the Add More Button.  This will load a file browser window. Just select your files to add them.

Show Validated Files

Validated files are files where all required fields have been fill in.

This will save you time when uploading documents to quickly identify which documents still require data to be filled in.

Private Uploading

You can also perform a private upload directly from the upload page.

What is a

Private Upload?

When you do a standard upload - all users within your company inherit access to those files.

With a private upload you can prevent users from your company being granted access until you decide to distribute it to them directly.

How

Do I

Upload Privately?

1. After you've dragged and dropped your files on to the upload page you will see a Private checkbox.

2. When this is ticked and the Upload button is clicked - the upload will be done privately.

3. The Private keyword will be added to the Info section of the Transmittal that is used for the upload.