Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Purpose

The Upload feature in delivery Delivery allows you to upload reports generated outside of MetaField into MetaField's delivery module. Only PDF files can be uploaded into Delivery. Uploaded reports can be digitally signed in MetaField, however, a signature image is not can't be placed on an uploaded report.

Using the Upload Feature in Delivery

...

Uploading Reports

Click the Upload button

...

to

...

initiate a report

...

Image Removed

...

upload into Delivery. A default report name and optional report labels can be assigned. You can drag and drop your files directly on the blue box to upload them. You may also browse for your external reports by clicking the Select PDF Files link. The reports will upload and the default report name (Upload Name) and report labels will be assigned, but can be changed if needed. Optionally, a report Description can be supplied in the Description column. Click Save to complete the process. Once complete, all uploaded reports will be available in Delivery for emailing, printing, consolidating, signing, and making public in AgilePort.

Image Added