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Browse the Help Center
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Help Center home
Getting started
  • Welcome to fluxems
  • How fluxems is organised
  • Create your first project
  • Invite people to your workspace
  • Upload your first documents
  • Customise your dashboard
Documents
  • The document register
  • Understand versions and revisions
  • Upload a new revision
  • Set a revision as current
  • Document statuses explained
  • Update a document's status
  • Review and approve documents
  • Suitability, disciplines, and references
  • Confidentiality levels and private documents
  • Search, filter, and star documents
  • Browse files with Explorer and folder templates
  • Document workflows and action requests
Transmittals
  • What is a transmittal?
  • Issue a transmittal
  • Respond to a transmittal you received
  • Track acknowledgements
  • Recall a transmittal
RFIs
  • What is an RFI?
  • Raise an RFI
  • Answer an RFI
  • Track RFIs to closure
Projects and delivery
  • Project overview and activity
  • Add members and manage labels
  • Plan work with work items
  • Track milestones
  • Project photos
  • Project settings: general and documents
  • Follow everything with the change log
Mail
  • How project mail works
  • Compose mail, RFIs, and transmittals from the inbox
  • Triage with labels
  • Save, archive, and find mail
Tendering
  • The tender register
  • Find tenders
  • Manage tender documents and collaboration
Calendar and tasks
  • Manage your tasks
  • Use the calendar
Contacts
  • Search contacts and organisations
  • Manage organisations and people
  • Distribution lists
Workspace administration
  • Workspace settings overview
  • Manage users and teams
  • Read the audit log
  • Configure document settings
  • Configure transmittal reasons and distribution lists
  • Configure work items and custom fields
  1. Help Center
  2. /
  3. Getting started

Upload your first documents

Get documents into the workspace Docs area or register them in a project, with the metadata that matters.

1 min read

There are two places a document can live: the workspace Docs area for general files, and a project Document register for controlled project documents. Start wherever fits.

Upload to workspace Docs

  1. 1

    In the sidebar, open Docs.

  2. 2

    Click Upload document, then drop your files in or browse for them.

    app.fluxems.com
    The Docs area with the Upload document dialog open and files being dropped in
  3. 3

    Use Create folder to keep things organised, and star anything you want quick access to.

Register documents in a project

Project documents go through the register so they carry a Document Reference, a Discipline, and a revision from day one.

  1. 1

    Open your project, then go to Files, then Document register.

  2. 2

    Click Upload Document and drop in your files.

    app.fluxems.com
    The Upload files panel in the project document register with files listed for registration
  3. 3

    Fill in the details for each document: title, discipline, and status. fluxems builds the Document Reference and starts the revision history.

    app.fluxems.com
    The registration form showing title, discipline, and status fields for the uploaded documents

Tip

The register accepts many files at once. Upload the whole drawing set in one go and fill the details in the same screen.

Related articles

  • The document registerDocuments
  • Upload a new revisionDocuments
  • Suitability, disciplines, and referencesDocuments

What's next?

Your documents are in. Two guides finish the setup.

  • The document register
  • Customise your dashboard

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On this page

  • Upload to workspace Docs
  • Register documents in a project
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