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Publish Files with Attribute Details

This article will explain how to publish files and add their attribute details.

Updated this week

Necessary User Permissions

A user must have one of the following permissions on the project folder where the file will be published:

  • Publish

  • Publish & Link

  • Admin

NOTE: Folder permissions set at the Default or Role level can be overridden.

How Do I Upload a File with Its Attribute Details?

  1. Select the required project.

  2. From within the Files tab, click the Upload dropdown (top-right) and select Files.

  3. A pop-up window will appear, allowing you to select files for publishing.

  4. Select the file to be published by clicking Select File(s) (bottom-left) or drag and drop it into the Drag Files Here area.

  5. To input attributes details, including:

    • Revision number

    • Purpose of Issue

    • Status

    • Revision Notes

    —or to upload a Secondary File, click the Edit Attributes icon (top-right).

NOTE: Some attributes, such as Doc Ref, Doc Title, Default Status and Purpose of Issue, are automatically determined by the system based on the project and folder settings. To learn more about these attributes, check System Attributes for Files.

6. Add the required attributes in the newly opened pop-up and click Upload to publish the selected file.

NOTE: Some folders require additional attributes as set by the project administrator. If applicable, you will be prompted to complete these fields in the pop-up. To learn more, see Configurable Attributes in a Project.

Check: FAQs

Related Articles: How to Distribute Files When Publishing, How to Apply Attributes to Files in Bulk

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