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Purpose
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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Only
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files can be uploaded.
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Uploaded reports can be digitally signed in MetaField
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, however, a signature image
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can't be placed on an uploaded report.
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Using the Upload Feature in Delivery
| Step | Description | Example | ||
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| 1. | Select the project(s) this report is to be related to and select Upload. |  Click image to enlarge. | ||
| 2. | 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. | ||
| 3. | 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.
| Info |
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AgileStamp users may have the option to digitally sign this report (depending on Administrative settings). |
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Uploading Reports
Click the Upload button to initiate a report upload of one or many external reports (PDF files) 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.
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System will allow you to upload PDF files smaller than 40Mb. If you are uploading a batch of reports the total size of all the PDFs must be smaller than 40Mb. |