When using the Advanced upload document setting, adding metadata is required before documents can be uploaded. This gives you more control over document information and ensures consistency across the project.
💡 Tip: The upload setting can be selected in the Project Settings, as described in this article. The alternative is the default upload setting, where adding metadata is optional.
Before you start
User permissions
To upload documents, you need a:
A CDE (Twin) license.
To have a correct user team role for uploading the project level.
To have a correct Workgroup role permissions for uploading the project phase level.
If you do not have the right permissions, the 'Add button' won't be visible.
Select the correct Location, Project or Phase
New documents are always added to the currently selected project or project phase (2), as shown in the navigation menu. Make sure you are adding documents to the correct project (phase).
Upload documents
You can add documents in two ways:
1.Drag and drop (1)
Drag and drop files into the upload area.
2.Choose files button
Click Choose files (2) to select files from your computer, then click the Upload button (3).
If you want to create an information template for a file that is yet to be uploaded, select Placeholder (4).
Review your Personal queue
After adding, documents are placed in the personal queue (1).
This is a temporary list where document information needs to be added to the documents (2) before they are uploaded to the project.
Files can always be removed from this queue by making a selection and using the delete button (3).
Adding metadata to files
Before uploading, you must complete all required metadata fields.
You can do that in two ways:
Fill in metadata manually
Or use an upload list (Excel file) to add information in bulk. See further explanation in the article on upload lists.
If you are filling in the information manually, certain metadata fields are marked as mandatory with a red asterisk (*).
📝 Note: For a detailed explanation of what each metadata type is in BIMcollab, you can refer to this article: Document metadata types and usage.
Required metadata fields include the following:
Document name
If a Document Number Convention has been created for this project phase, the naming formula will be displayed at the top. The mandatory field values will be automatically displayed in the document number naming convention including a free field that you must fill in.
Description 1
Document date
Spatial structure
Document type
Discipline
Author
At the version level:
Version number
To add a new version to an existing document, the document number must match exactly. Only then the new upload will be connected to the previous versions. If the document number is already known on BIMcollab the information will be filled in. See the document numbers page for more details.Version date
Version description
Status
Complete the upload
After filling in all required information:
BIMcollab shows an overview of your uploads
Any errors will be highlighted.
Click on the continue button for final upload.
Notifications
You can send a notification when uploading documents. This is an accompanying message when documents are uploaded, addressed to selected users in BIMcollab. This notification is saved as a message and an email is sent immediately after posting.