Upload Files

You can use the Files tool to upload supported files to folders. You can then manage files and take actions subject to your folder permissions. An uploaded file will version up if it has the same name and file extension as an existing file in the folder.

Note: See the File and Folder Actions help topic for other actions you can access from folder tree, action bar, and files list for uploaded files.

Permission Required to Upload Files

You need Create + Upload folder permission or above to upload files to that folder.

Limitations

The Upload and Processing Stages

Your files are checked in two stages when they are added to the Files tool on web. Files have to pass the first upload check to move to the process for viewing check.

  1. Upload stage: If this check is successful, your files are added to the Files tool and it moves to the next check.

  2. Process for viewing stage: Checks that your files can be viewed.

    Note: Most files uploaded using Desktop Connector are not automatically processed for viewing. See Process for Viewing on how to process these files on demand for viewing.
    Stage What's Checked Common Reasons for Failure What Happens If Failed What Happens If Successful
    Upload Files are checked for:

    - File type support

    - Network connectivity

    - Server availability    		 - Unsupported file type

    - No network connection

    - Server issues    		 Files cannot be added to the Files tool.



    Click Retry to try again if network or server issues are resolved.    		 Files appear in their folders and can be managed using file actions.



    However, files can't be viewed until they pass the Process for viewing stage.
    Process for viewing Files are checked to ensure they can be opened in the viewer. - Password protected files

    - PDFs exceeding 2,000 pages

    - Files over 5 TB

    - Corrupted files    		 Files cannot be:

    - Viewed in the viewer

    - Compared

    - Published to sheets

    - Marked up

    - Exported



    Workaround: PDFs can be viewed using Open in browser or shared for download.    		 Files can be used and viewed normally.

How to Upload Files

  1. Click the relevant folder from the folder tree.

  2. Either:

    • Drag your files into the folder's file list

    • Click Upload files and drag your files into the file dropzone.

      The files are added to the Upload files dialog. You can also select files or add more files From your computer. If you add more files, these will be added in batches.

      You click Done or the X at the top right to minimize the panel. If you close this panel, the files will continue to upload.

      Note: If the folder has a naming standard applied or required attributes, the file names or required attributes will need validating. See Validate Files Names and Required Attribute Values to learn more.

  3. When the files have uploaded successfully, click Done.

Other Considerations

Members who subscribe to the folder will receive a notification when the file is uploaded.

To upload Revit (RVT) and AutoCAD (DWG) reference files and maintain their references, see the Upload Linked Files help topic.

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