To Add Documents to a Transmittal Draft

A transmittal can contain any combination of documents from ProjectWise, the network, or your local computer or device.

Because you can work on the same transmittal draft from both ProjectWise Deliverables Management client interfaces (the portal or the connector for ProjectWise Explorer), you can create and save the transmittal draft from one interface and then work on it from another interface as needed. Use the ProjectWise Deliverables Management portal when you need to add documents from the network or local file system.

Note: Adding ProjectWise documents to a transmittal draft from the portal requires ProjectWise Web integration with the ProjectWise Deliverables Management portal (see Integrating with ProjectWise Web). If this integration is not configured, then you will only be able to add network or local files to a transmittal draft from the portal.

If the transmittal draft is not already open, go to the Drafts folder and open it now.
Select the Documents tab.

In a new transmittal where no documents have been added yet, the Documents tab will look like this:

Once you add some documents, whether from the portal or from ProjectWise Explorer, the Documents tab changes to look like this:
To add ProjectWise documents, click Add new documents.
In the window that opens, navigate to and select the documents you want to add, and click Add.

Note: The option to add ProjectWise documents from the portal is only available when ProjectWise Web integration with the ProjectWise Deliverables Management portal is configured.
To upload individual files from the network or local file system, click the menu next to the Add new documents button and select Add files. In the window that opens, navigate to and select the local or network files you want to add, and click Add.

To upload a ZIP or 7z package from the network or local file system with pre-filled attribute data for each document, do the following:

If the transmittal has not been saved as a draft yet, save it now.
You cannot upload a package until you save the draft.
If no files have been added to the transmittal yet, click Upload package.
Or, if some files have been added or a folder structure already exists, click the menu next to the Add new documents button and select Upload ZIP package).

The Upload package dialog opens.
Click Download document attribute upload template and when prompted, save the attribute template to a local folder.
The attribute template is a Microsoft Excel spreadsheet in which you will specify the relative file path and appropriate attribute values for each file in the ZIP.

Configure the ZIP file and the attribute template as follows:

Create a local folder.
Add the attribute template to the root of this folder.
Add all of the files you want to upload to this folder.
You can add all of your files to the root folder, or you can create subfolders under the root folder and add files to the subfolders as needed.

Open the attribute template file.

You will see the following column headings at the top of the file:

FilePath

Description

Version

File name

State

In the FilePath column, enter the relative path of each file in the folder.
For each file that you added to the root folder, just enter the full file name in this column (for example, drawing.dgn).

For each file that you added to a subfolder of the root folder, enter the relative path to the file (for example, Subfolder1/drawing1.dgn).
In the rest of the attribute fields, enter the appropriate attribute values for each file that you added.
Save and close the attribute template.
Create a compressed zip package of the folder that contains all your files and the attribute template.
(Right-click the root folder and select Send to > Compressed (zipped) folder.)

Back in the portal, click Browse to find the ZIP package to upload, then click Upload package.

Note: If you upload a ZIP package without prefilling these attributes, or if you upload files individually using the Add files option, you will have to manually enter the attribute values after the files are uploaded.

(Optional) Use the New folder button to create a folder structure inside the package, then add or move documents to the appropriate folders.
You can add documents to the default Documents root folder, or you can create logical subfolders under the Documents folder and add your documents to the appropriate subfolders. You can move documents to other folders by dragging them.

To rename a folder, place your cursor over the folder name and click the pencil icon that appears.
(Optional) To remove a document or folder from a transmittal draft, click the check box next to the document or folder in the list and click the Delete (trash can) icon .
When finished adding documents, click Save draft.

Note: If there is a missing value for one or more required document attributes, a warning will appear at the top of the Documents tab. To see which attribute values are missing, expand the document properties (click the plus + button) of each document that has a warning icon next to the document name. A required attribute will have an asterisk next to it, and any required attribute with a missing value will be highlighted in red. You will not be able to issue the transmittal until you either enter values for all required document attributes, or remove the documents with the missing required attribute values.

Note: If there is a distribution rule assigned to this transmittal on the General tab and that distribution rule requires that documents added to this transmittal have specific attribute values, then adding a local file that does not have the required attribute values causes an attribute validation warning to appear at the top of the Documents tab. To fix the problem, either remove the document(s) with invalid attribute value(s), or expand the document properties and enter the correct value(s) for the invalid attribute(s). When a distribution rule requires documents to have specific attribute values, you will not be able to issue the transmittal unless all documents added have all of the required attribute values.

Tip: If any master documents are added from ProjectWise, their reference documents will be in a subfolder called References. Each reference document is placed in its own dmsXXX folder under the References folder to ensure that they resolve correctly when the master document is opened, after downloading and extracting the package. If any multi-file documents such as SHP files or world files are added from ProjectWise, their related files will also be placed in the References folder. If such multi-file documents are added from ProjectWise, please inform your recipients that after downloading and extracting the package, they will have to place the related files back in the folder where the main multi-file document is located.