Uploading Received Files

Introduction

This article outlines how to upload received files into CMap PIM.

Go to the Records Page

In the left hand menu, click on Records.

 

Files from Others

Click on Upload drop down and select Files From Others.

Provide Information

Provide the required information about the received files. The more metadata you provide, the easier it 
will be to find your files later.

Select Document

Either click the Browse button on the panel or 'drag and drop' the relevant internal files onto the 
Panel. 
If you have selected a naming scheme for your incoming files follow the validate files guide 
below.

Note - When uploading files in PIM, if the current rendition type e.g. DWG being uploaded already exists in the current revision, PIM will detect that the new DWG should be in the next revision.

When uploading files in PIM, if the current rendition type e.g. DWG being uploaded does not 
exists in the current revision e.g. the current revision only includes a PDF, PIM will detect that the 
new DWG should be in the same revision.

If you have a rendition that does not exist in the current revision, but you wish for it to go in a new 
revision, not the current one, you must roll forward the revision. To learn how to roll forward follow 
the guide below.

If you have rolled forward a revision but realise you need to add a rendition to the previous revision, 
you can roll back to that revision. This will delete the current revision and its contents. To learn how 
to roll back follow the guide below.

Warning Sign

All files that require attention before upload will appear yellow. To look at what attention is needed, hover 
over the Warning Triangle symbol in the Status column.

Applying Metadata

Select the revisions you want to apply metadata to, and change the fields in the Metadata Panel on the 
right hand side. 
When you are finished, save your changes by clicking the Apply Metadata button. By selecting 
multiple revisions, you can edit can bulk edit the metadata.
If multiple revisions are selected, only fields that are the same will appear populated. Don't worry! 
All fields left blank will go unedited. Some Metadata might be required to be added before you upload.

When all files are valid for upload, click the Upload button. Once successful you will see a green success 
message.

You have now successfully uploaded internal files

My Files still won't validate

When uploading files to PIM, all revisions must comply with the naming scheme set at the project 
level. 
There can me many various reasons why a file might not validate, but most of the time it will be 
because:
•The file Document Number does not match the Naming Scheme format Understand more how 
Naming Schemes are used for file validation in the guide below.
•The file has an unrecognised value.

Hover over the Status warning triangle to find more information about why your file won't validate.

To proceed, the missing value will needed to be added to the projects to the Dynamic Parts list 
in the project. Contact a member of the CMap PIM team for help with adding a new value using the