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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:
| Step | Description | Example |
|---|---|---|
| 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. If the button is not shown, you will need to install or update the Flash plugin on your browser. |  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.
AgileStamp users may have the option to digitally sign this report (depending on Administrative settings).