Delivery - Upload Reports

Table of Contents

Purpose

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

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.

File Upload Size

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.