Uploads

In the Drawings module, you can upload one or more drawings at a time. A drawing set is a group of drawings that are part of the same upload. The drawing set name, which is displayed in the Search panel and in the revision selector, is set automatically to a drawing number in the upload.

Drawing set example

Set of drawings that are part of the same upload

If a set of uploaded drawings includes two drawings with duplicate drawing numbers, they are assigned different revision numbers. The drawing that is processed first is the older revision, and the other drawing is the current version.

When you upload a drawing in the Drawings module, the discipline for the uploaded drawing is found based on the drawing prefix from the discipline settings and the drawing number. If the discipline isn't identified, the Discipline field is empty for the drawing.

Drawing discipline example

In the discipline settings, the prefix for the Architectural option is A.

When you upload a drawing with a number that starts with A, the Architectural option is selected automatically in the Discipline field.

To upload a drawing

1. In the Drawings module, click Upload at the top of the page.
2. Drag one or more drawings to the dialog.

—Or—

Click Browse, and then select one or more drawings.

—Or—

Click File Library, and then select one or more drawings.

Tip
• To remove a file, click clear (Remove).
• To upload more drawings, drag them to the dialog, or click Browse or File Library at the bottom.
3. In the Drawing Set field, enter a name for the drawing set.

—Or—

Select an existing drawing set.

The drawing set list only includes drawing sets with a non-locked workflow status.

4. In the Group field, select a group for the uploaded drawings.

—Or—

To add a new group, enter the name in the Search field, and then click Add New Group.

5. In the Rev. Date field, enter the revision date for the uploaded drawings.

If this field is empty, the revision date is detected automatically for each drawing.

6. Click Process.

During processing, a placeholder tile or row is displayed in the Drawings module for each uploaded drawing. They aren't displayed in the drawing index panel until the processing is finished.

Tip

If needed, you can delete the drawing while it's still in the processing state.



Delete a drawing that's in the processing state

After you upload drawings, the application processes them and:

• Creates a drawing set for the group of uploaded drawings in the drawings module.
• Splits multi-page .pdf files into individual drawings.
• Extracts individual .pdf files from .zip files.
• Uses artificial intelligence (AI) to identify the drawing number, title, and revision date (if available) from the title block of each drawing.
• Carries forward annotations from the most recent revision to the new current version.
• Publishes drawings with a drawing number and title, which are required fields.
• Sends a publishing notification to project team members.
• Adds callout annotations.

Only valid .pdf files are processed and published. Any invalid or password-protected files are ignored.

If you have permission to edit published drawings, you can edit drawing details and add missing required information for published drawings in the Drawings module. The index panel displays an indicator for drawings without required information.

Example

Drawing with missing required information in the index panel

To edit a published drawing

1. To open the drawing from the Drawings module, click the drawing.
2. If the Information panel is closed, click info (Information) on the navigation toolbar.
3. In the Information panel, edit any of the following fields:
• Status
• Group
• Number
• Revision
• Title
• Rev. Date
• Discipline
• Location
4. Save the drawing.

It may take some time for the changes to be displayed.