Upload a Registered Item
Upload an item into a container so that you can share it and collaborate on it with other users. Items are automatically registered when you upload them using this method, so they are visible to other users.
Learn about uploading items by following the steps below or by watching this tutorial. You can also use the Desktop App or the Explorer Plugin to upload items.
Add a new item in one of the following ways:
- Right-click on the container that you want to upload the item to and select New Document. Click Add Primary File and browse to the item you want to add.
- From the container's Items page, go to . Click Add Primary File and browse to
the item you want to add. Note: The Upload File(s) menu is only available if you are using Google Chrome, Mozilla Firefox, Microsoft Edge, or Internet Explorer 11.
Enter information about the item. The fields marked with an * are required.
Option Description Name * Enter the name of the item.Note: If the Naming Convention feature is enabled to enforce a component-based protocol, you must enter the name in the Name Validation field (see below). For more information on auto naming, refer to the Document Naming Conventions topic in the Viewpoint For Projects™ Administrator's Guide. Name Validation* The Name Validation field appears only when the Naming Convention feature is enabled to support a component-based protocol. In this field, enter a name that conforms to the protocol for your enterprise (such as BS 1192). For more information, refer to the Document Naming Conventions topic in the Viewpoint For Projects™ Administrator's Guide. Description Enter a description of the document. Revision Reference * Displays the revision number that will be applied to the uploaded file. By default, the new file will be revision A, but you can change this value if it does not apply. Owner * By default, this is populated with your user account information. You can select a different user if you want. Revision Status * Select from the drop-down options, which are set up by your Local Administrator. Revision Author * By default, this is populated with your user account information. You can select a different user if you want. Linked Locations You can link the item you are uploading to another container that you have permissions for. Recipients Select the users that should be notified that the item has been uploaded. Click the plus (+) sign to select recipients or select the Search icon to select multiple users from a drop-down list. Email Recipients Select this check box if the system should send an email notification to every Recipient.Note: This check box is disabled if the project was configured to prevent emails on upload. See Container Features in the Administrator's Guide for more information. Private Select this if only you and the Recipients selected should be able to see the item. Files Publicly Available Select this if the item should be available as a URL that can be be provided to users who do not have access to Viewpoint For Projects™. Expires If you selected Files Publicly Available, select this if you want the URL to expire on a specified date and time. Keywords Assign a keyword to an item. You can only assign keywords that have been created by your Local Administrator.
- Optional: Click Advanced to display more options, such as adding attachments, geotagging an item, or adding external recipients.
- Click Upload Document.