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About
The
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Upload feature in delivery allows you to
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upload reports generated outside of MetaField
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into MetaField's delivery module. Only PDF files can be uploaded into Delivery.
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Uploaded reports can be digitally signed in MetaField
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, however, a signature image is not placed on an uploaded report.
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e
Using the Upload Feature in Delivery
Step | Description | Example | ||
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1. | From the Delivery search page, search for the project(s) this report is to be related to, check the appropriate project(s) and click Open. | Click image to enlarge. | ||
2. | Select Upload. | Click image to enlarge. | ||
3. | In the popup that appears, select the Upload button and browse for the PDF you would like to upload as a new report. After selecting your report, the name of the PDF file will appear in the Upload pop-up.
| Click image to enlarge. | ||
4. | Select a Report Label and enter a Description and click Save. |
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After you have completed the Upload steps above, a new report has been created and will be available on the Report Review screen with a Type of Uploaded.
A signed report will have the Status of Final.
An unsigned report will have the Status of Complete.