You can upload multiple files inside a folder and choose to publish the files after upload, or choose to keep the newly uploaded files in an unpublished state (can publish at any time later). Without publishing, you will not be able to view the files in the application 'Viewer' or perform any other operation such as send or move the file.
Navigate inside any folder and then click on the [Upload file] button (highlighted in the screenshot below) to upload a file from your computer. This is shown in the screenshot below,
You have two option to upload the files. These are 'Upload without indexing' and 'Upload with indexing':
Purpose of Indexing: Indexing is done with the purpose of organizing the uploaded plans and spec documents by discipline, version name, issue date or sheet description. The documents appear serially according to the alphabetical order of the file name (Index by File Name) or by sheet number present on the construction plan (Index by Sheet Number) from smaller to larger. All the indexed files are saved in PDF format. In case if you have chosen no indexing option before uploading, the name of the file and the original file format will be retained. No indexing option is chosen for documents other than construction plans or specs like in the instance of similar drawing in multiple formats (JPEG, JPEG saved in DOC, TIFF).
Uploading files from local computer using 'Upload without Indexing' option
You can upload multiple files from your local computer.
Click [Upload File] button
The 'File upload' screen appears as shown below,
Click on the [Choose files] button to start selecting files from local computer or else drag & drop files from the local computer to the drag & drop box on the screen to associate those selected in the 'File upload' screen.
The file selection screen is shown below,
Select any number of files and click on [Open] button.
The files are associated in the 'File upload' screen. This is shown below,
Click the [Upload without indexing] button to start uploading the document(s) selected from your computer.
After file upload is completed, the 'Publishing log' screen appears. This is shown below,
This screen displays the progress of file conversion to pdf after uploading, as well as all the files with pending publishing status. File conversion completion status percentage, number of files converted, name of the files to be converted, user account name, date & time of conversion, the project & folder name under which the document is getting published is also displayed on this screen.
After file conversion is complete, application displays that the file upload and publishing is completed. This is shown below,
Click the [Process completed] button to navigate to the folder view screen where the newly uploaded & published file is displayed. The newly uploaded & published file [highlighted in the screenshot below] is shown below,
Uploading files from local computer using 'Upload with Indexing' option
You can upload multiple files from local computer.
Click [Upload File] button
The 'File upload' screen appears as shown below,
Click on the [Choose files] button to start selecting files from local computer or else drag & drop files from the local computer to the drag & drop box in the screen to associate those selected in the 'File upload' screen.
The file selection screen is shown below,
Select any number of files and click on [Open] button
The files are associated in the 'File upload' screen. This is shown below,
Click [Upload with Indexing] button to start uploading the selected files
Even before the file uploading is completed i.e. during the upload progress, you can enter a set name (session ID) manually. The set name helps you to identify the files which are uploaded together in a single upload session. If you do not enter a set name, then application will generate a system-generated set name. After entering the set name you can click on [Publish later] button to make the processing of the uploaded files to go into background and you can resume other work on the application. Once processing of the files are completed you will be notified through email.
The 'Publish later' option is shown below,
If you do not click 'Publish later' option and continue file uploading then after file upload is completed, the 'Publishing log' screen appears. This is shown below,
After file conversion is completed, the application displays that the file conversion and processing is completed and now you can choose to either publish the file now or publish the file later.
The 'Publishing log' screen after file conversion completion is shown below,
Since, you have chosen 'Upload with indexing', the 'Publish now' option will appear instead of 'Process completed' option.
Note: The 'Process completed' option appears when you choose 'Upload without indexing'.
You can click button to delete the files. You can proceed to publishing the files after conversion is completed from the Publishing Log screen.
Now, say you have moved out of the Publishing Log screen before you have completed publishing the files and then decides to move back to the Publishing Log screen after conversion is completed or after working on other features. You can move back to the Publishing Log screen by clicking 'The Pending Notification' icon present at the top of the screen. The number at the top signifies the number of pending upload sessions meaning that the files of each pending upload sessions are yet to be published.
If you move out of the Publishing Log screen before completion of the publishing then the file will appear in an unpublished state.
You can access unpublished files inside a folder by clicking the [View Unpublished files] button. An unpublished file is shown in the screenshot below,
You can only download, publish or delete an unpublished file.
On the Publishing Log screen, click on [Publish now] button to start the publication process.
The Indexing screen is shown below,
This screen displays separate thumbnail previews of the uploaded files and other options that are required to be selected before publishing the files.
- Select either to 'Index by sheet number' or 'Index by file name' from the drop-down present at the top left-hand corner of the screen.
- Enter a new Revision number/name or select the version number of the document from the Revision drop-down. For example, if a document already has a previous version uploaded in the application, then select the Revision number as 2 after keeping the sheet number or file name same. A document uploaded for the first time in the application will have a revision number 1. All the documents uploaded in a single session will have the same revision number.
The date & time on which the document is uploaded is displayed at the top right-hand corner of the screen. This is auto-populated by the application and you can change this date to a past date & time but selection of future date & time is not allowed.
- Click on [Skip] at the lower right-hand corner of the page to continue the process later and return back to the folder view screen. You can revert to the Publishing log screen at any time by clicking the Pending Notifications icon to start publishing the file.
- Click on [Publish] at the lower right-hand corner of the page to publish and therefore view the documents in the specified folder. Application notifies the user that the files are successfully published and lands the user on the screen where the freshly published files are displayed.
Indexing Screen:
Each of the functionalities is shown and described below:
1. Preview Window: Displays a preview of the page. The system will attempt to focus on the sheet number by default. If clicked, this will open the File choose area window which will allow the user to define which areas of the document are used to auto-populate the sheet number and description. This is described in detail below.
2. Sheet Number : Displays the sheet number present on the lower right-hand corner of the document. This field is auto-populated by the application. Displays the file name if there is no sheet number. A user can modify or delete the sheet number using the text box.
3. Discipline: Displays the drawing discipline i.e. the type of document. This field is auto-populated by the application although this field is editable by the user.
4. Sheet Description (Optional): Enter a brief description (what is the document about etc.) of the document. This is typically the name of the given document.
5. Click on [Delete] button to delete the respective file beside which the button exists
Note: The down-arrow button beside some data fields is used to copy the field information to the same fields of other file previews displayed on the same page. For example, if you click the down-arrow button beside the Discipline field then the entered text is copied and the text is replicated on the Discipline field of the other previewed documents in the same upload session.
The File choose area window is shown below. You can view this by clicking on the Preview Window:
1. Crop By Sheet Number: Select this radio button to focus in on a specific area of the page that the system will scan to auto-populate the Sheet number. Once an area is selected an additional option box will available to choose between horizontal or vertical text alignments to further fine tune the auto-detection. Select the check mark to confirm and the trash can to cancel.
2. Crop By Sheet Description: This option is identical in functionality to the Sheet Number option but is used to focus in on the area that will be scanned for auto-populating the sheet description field.
3. Rotate Left : Click to rotate the document preview on the left.
4. Rotate Right : Click to rotate the document preview on the right.
5. Zoom In : This button decreases the zoom level thereby increasing the document preview size as less portions of the document is displayed with each click of the button.
6. Zoom Out : This button increases the zoom level thereby decreasing the document preview size as more and more portions of the document is displayed with each click of the button.
Note: When you use the zoom in & zoom out button the following might happen
· Sheet number and sheet description radio button will be unchecked (if zooming done after selection)
· Cropping mode will be disabled and crop box will be deleted
· Image drag mode will be enabled
· If a certain region is already cropped and confirmed correct correct, then this cropping data will be saved.
· You will have to re-check the radio button to enable cropping.
7. Reset: This will reset the view to show the entire sheet in the window.
8. Apply to all: This will apply the selected area for the option currently selected to all the sheets. The system will then scan that area to auto-populate the appropriate field.
9. Apply: This works the same as Apply to all except it will only use the selected area for the current sheet.
Uploading files by drag & drop functionality
The drag & drop publishing procedure lets you drag any file from the local system’s drive, drop on any web screen of SKYSITE and then proceed to upload and publish those files with or without indexing.
The process flow is described below:
Select one or more files from the local system’s drive, then drag & drop those files on any web screen of the SKYSITE Projects cloud application, see below:
Note: User cannot drag & drop files on Import Contact screen, New Contact screen and Send File screen.
As soon as the files are dropped, the Document Uploader pop-up box appears automatically.
Screenshot displaying the Document Uploader pop-up box:
The dragged & dropped files are displayed on the File Upload pop-up box. These files are ready to be uploaded in the application after Project and Folder selection.
Click the down-arrow beside the project text-box.
The existing projects under the current logged-in account appears on the list
Screenshot displaying the list of projects:
Select a suitable project from the list of projects.
The selected project name now appears on project text-box. The dropped document is going to be uploaded and published inside the selected project.
Alternatively, user can create a new project and upload the files inside that new project.
Click on the down-arrow beside the project text-box to see the Create Project button
Screenshot displaying Create Project button:
Click on the Create Project button to open the text-box where the new project name is entered
Screenshot displaying the project name entry text-box:
Enter a project name and click on the check-mark button to complete new project creation
After project selection, the folder selection drop-down will appear. You can select any folder (choose from among the folders present within the selected project) or create a new folder.
Screenshot displaying the folder selection drop-down:
Click the down-arrow beside the folder text-box to choose from the existing folders or you can create new folder using [Create folder] button.
Screenshot displaying the existing folders inside the project and the folder creation option:
If you choose to navigate inside a project and then inside a particular folder by typing the project/folder name, then that project and folder name will appear automatically on the Project and Folder textboxes on the 'File Upload' pop-up box.
Screenshot displaying user entering a folder name:
After project and folder selection is completed, the Upload with Indexing and Upload without Indexing buttons are enabled.
Screenshot displaying the enabled Upload buttons:
Click Upload with Indexing to upload the file along with indexing
Alternatively, click Upload without Indexing to upload the file without indexing
Note: The rest of the uploading & publishing process is same as that of normal upload. This has been explained previously in this help file.
Pending Notifications
You can postpone the publishing of files anytime during the uploading & publishing process when the option to upload used is 'Upload with indexing'. The sessions where publishing was skipped/postponed get listed in the pending notification section. After you start file uploading, anytime can enter a set name for the upload session on the 'File upload' pop-up screen and then click the [Publish later] option to publish the files later. This will increase the pending notification count by 1. Also, on the Indexing screen you can click the [Skip] button to publish the files later. This will also increase the pending notification count by 1.
The Pending Notification icon appears at the top right-hand corner of the File View, Folder View and Project View page. The Notification icon (highlighted by a red rectangle) is displayed in the below screenshot,
Click the Pending Notification icon to view the Notification.
The following menu opens up,
The above screenshot of the Notification Menu provides details of how many files/sheets are yet to be published for each session. Also, the Project Number, the name of the project, the project status (public or private), the number of files which have been uploaded but not published, the date and time of file upload and the user who uploaded the files is displayed.
You can select the required session and then start publishing the files. This feature ensures that the uploaded files are available for publishing and other information from the session is not lost.