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Upload Documents to a Quick Share

When you upload files to Meridian Portal, Portal looks at how your files fit into the bigger picture. It does more than just make copies—it scans the files for technical compliance and looks for matching documents that have already been uploaded.

Uploading files is a multi-step process:

  1. You upload the files and Meridian Portal scans them. The files are not stored in Meridian Portal right away.

  2. You confirm the dependencies and matching documents that Meridian Portal found are what you expect. You can also add more files or remove some files.

  3. You commit (save) the files in the list to Meridian Portal.

Note:
  • For security reasons, you may not upload certain types of files, particularly those that are executable. The list of file types that may not be uploaded is similar to that of Microsoft SharePoint and may found at Types of files that cannot be added to a list or library.
  • You may upload a maximum of 3 GB or 1000 files per upload session for each Quick Share, whichever comes first. If you attempt to exceed these limits, the entire upload session will not be processed.

Procedures

To upload documents to a Quick Share:

  1. Open the Quick Share to which you want to upload the documents as described in View Quick Shares.

  2. In the toolbar, click Upload.

    The Upload page appears.

  3. If you are a contractor and you belong to more than one group, select the group you want to upload for from the Group field.

    This field appears on the right side of the page.

  4. Choose between two options:

    • Drag files from your desktop or from Windows Explorer and drop them onto the drop box at the top of the page.

    • Click Browse and use the file browser dialog box to find and select the files that you want to upload.

      A progress dial shows the progress as the files are uploaded, checked, and scanned for dependent files.

      When the scanning is complete, the filenames appear in the list together with the other information about the files described in the following table.

  5. To add more files, repeat step 4.

  6. To remove files from the list, choose between two options:

    • Click the Remove icon A blue trash can. in the row of the file that you want to remove.

    • To delete multiple files:

      1. Select all the files that you want to remove and then in the list header, click the Remove button A gray trashcan.

        A dialog box opens, asking you to confirm your choice.

      2. Click OK.

        The selected files are removed from the file list.

  7. When you are satisfied with the file list, in the toolbar, click Save.

    A dialog box opens, asking you to confirm your choice.

  8. If you want to upload more files, click Upload More.

Uploaded file information
Column Description
File Name

The name of the file

Dependencies

The number of dependent files that were found in the uploaded file list.

If any are missing, the quantity is shown in red text. Click the message to show a list of the missing file names. Add the missing files to the upload to fix the dependencies.

Size

The file size.

Matched Document

The name of a matching document in the project.

Stream

The type of content uploaded, whether the source document, a rendition, or a redlined copy.