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Table of Contents

About

  • The Delivery Upload feature allows you to do the following:
    • Track distribution of reports created outside of MetaField.
    • Create a consolidated report from a MetaField generated report and a report created using another means. 
  • Only reports in PDF file format can be uploaded.
  • Uploaded reports can be digitally signed in MetaField. However, a signature image is not placed on an uploaded report.
  • An Uploaded report can be associated with more than one project. The word Multi will show for Project Code, Project Name, Manager and Client name on the report list view.

Using the Upload Feature in Delivery

To upload a PDF, follow these steps:

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