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Table of Contents
Table of Contents

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

To upload a PDF, follow these steps:

 

StepDescriptionExample
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.Image Removed
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2.Select Upload.Image Removed
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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.

Tip

If the button is not shown, you will need to install or update the Flash plugin on your browser.

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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.

 

InfoAgileStamp users may have the option to digitally sign this report (depending on Administrative settings). en external report (PDF) in Delivery, simply click the Upload button and browse to the report you wish to upload.  A dialog box will appear that allows you to browse to the PDF file you wish to upload along with giving you the option to digitally sign the report (without a signature graphic).  When you choose the file you want to upload, you will need to define the Report Label and Description at that time.  All uploaded reports will have a report type of Uploaded assigned to it.
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