How to use the Upload Files Feature | Scribe

    How to use the Upload Files Feature

    • 29 steps

    Upload Files

    1
    Click "Upload Files"
    2
    Select the main folder where you want to upload your files.
    3
    Click here.
    4
    Select the sub-folder to create a new folder or to upload the files to.

    Adding a Folder

    5
    Click "Add Folder"
    6
    Click the ‘Name’ field. The date is auto generated for organizational purposes, but feel free to rename the folder.
    7
    Click this field to add in the description for this folder.
    8
    Click "Submit"

    Managed Folder Uploading

    information ordinal icon
    **Tip! If the folder appears green in the file path, it indicates that it is managed, and our team will handle the Document Management for these files.**
    9
    Click 'Upload'.
    10
    Click "Update Master Conformed Full Set" and choose your option. If you select yes this will tell our team if these files will supersede the files that are in the conformed full set.
    11
    Click "Delivery Method" and choose your option
    12
    Click the "Add instructions for BuildFlow Customer Service for processing this update." field, If needed. This goes to the BuildFlow Support team and will help if you have any special instructions needed to process these files.
    13
    Click 'Message' field and add in any message you would like to be sent out with the notification of these files to anyone on your distribution list.
    14
    Click "Edit"
    15
    Select the company of the contact to whom you want to send the notification.
    16
    Click the checkbox to add the contact.