Upload Documents

Learn how to add new drawings, models, manuals and other documents in SiteLine

You can add new documents to SiteLine by uploading individual files, or even entire folders, from your local hard drive.

Steps

1. Select the Documents module from the left navigation menu
   
2. Click ‘Manage Documents’ in the top right-hand corner of the screen.
3. Navigate to the folder where you’d like to upload your Document(s) or click ‘Add’ and ‘New Folder’ to create a new folder.  Note: New folders will be created within the current folder.
   
   • SiteLine creates the following "default" folders for every facility.  
     • Floor Plans - If you create floor plans or base plans for your facility, they will be stored in this folder. This folder is controlled by SiteLine - you will not be able to open, modify or delete this folder. (more information on floor plans and base plans) 
     • Attachments - If you add attachments to a drawing or other document, the attached file will be store in this folder. This folder is controlled by SiteLine - you will not be able to open, modify or delete this folder.
     • Projects - Creating a project for your facility will automatically create a folder for that project ,with the same name as the project name.  Any files that are specific to that project will be stored in the project folder. Project folders have a special folder icon.   (more information on projects)
4. Click ‘Add’ and select ‘Upload Folder’ or ‘Upload Files’.
5. Select the Folder or Files you want to upload.
6. Click 'Upload’.

Additional Information

• When you upload documents into a 'Project' folder, those documents will be linked to that project and will only be visible to users who have access to that project.  Documents that you upload outside of project folders are considered 'Facility' documents and are visible to anyone who has access to that facility.
• After you upload documents, you can make them easier to find by adding 'Document Tags'. (more information on document tags)
• Documents cannot be moved between folders. If you need to change the location of a Document, you must delete it and re-upload to the correct folder.
• Only one folder can be uploaded at a time, but any subfolders will automatically upload.
• If a Document upload fails, use the Error Log to diagnose and re-process the file.