Pre-requisites:
Permission as mentioned below, on the project folder in which a file is to be published:
To publish files, 'Publish' or 'Publish & Link' or 'Admin' permission.
Folder permissions defined at the default or the role level can be overridden. Click here for detailed help (See point 4).
Below are the steps to publish a file along with its attribute details:
1. Select the project and destination folder.
2. On the files listing area, click the 'Upload' dropdown at the top right and select 'Files'.
3. The listing page displays a page where you can select files for publishing.
4. Select the files to be published and drag them to the 'Upload' window or click the 'Select Files' button to browse and select required files.
The 'Upload' window shows details of the new file selected for publishing, including the file name, the folder path where it is about to be published, and the project name.
If the selected folder is enabled for 'Simple Upload', you can click the
icon at the top right to publish files by including their attribute information.
After selecting files for upload, if you need to stop publishing some or all of them, click the
icon opposite the file name corresponding to each.
5. Capture required file details.
Click here to understand system attributes for files. These include the 'Doc Ref', 'Rev', 'Doc Title', 'Purpose of Issue', 'Status', 'Publish as Private', 'Rev Notes', and 'Upload Secondary File'.
Depending on the configurable attributes the project administrator defines for the selected folder, you may need to provide additional details while publishing files. If you are a project administrator, you can click here to understand how to manage configurable attributes.
6. To understand how to apply attributes to files in bulk (if needed), click here.
7. Once done, click 'Upload' to confirm publishing selected files with attributes.
While doing so, an activity centre will appear. It displays the progress of each file's upload and automatically disappears once published successfully.
Check: FAQs