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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
In the sidebar, open Docs.
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Click Upload document, then drop your files in or browse for them.
The Docs area with the Upload document dialog open and files being dropped in
screenshots/getting-started/upload-your-first-documents/docs-upload.png
- 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
Open your project, then go to Files, then Document register.
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Click Upload Document and drop in your files.
The Upload files panel in the project document register with files listed for registration
screenshots/getting-started/upload-your-first-documents/register-upload.png
- 3
Fill in the details for each document: title, discipline, and status. fluxems builds the Document Reference and starts the revision history.
The registration form showing title, discipline, and status fields for the uploaded documents
screenshots/getting-started/upload-your-first-documents/register-metadata.png
Tip
The register accepts many files at once. Upload the whole drawing set in one go and fill the details in the same screen.
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