Uploading documents
On this page
- Open Documents in the project sidebar and click Upload.
- Choose files or folders and review the upload options.
- Set Auto-publish to choose whether detected drawing sheets and specification sections should publish automatically.
- Click Process N Documents to submit the selected files. The button shows the number of documents.
- Follow each document's processing status in the list. Larger files and drawing sets take longer to process.
With Auto-publish on, detected sheets and sections go into the latest corresponding plan or spec set, or a new Default set if none exists. With it off, review and publish the detected files from Drawings → Plan Sets or Specifications → Spec Sets.
What happens during processing
Specset reads and classifies the uploaded content, identifies drawing sheets and specification sections, and makes the extracted material available for search and review. A combined drawing package becomes individual sheets with sheet numbers and titles; a specification book becomes sections you can browse by division and section number. The original uploaded document remains available alongside those records.
With Auto-publish off, check the detected files and their processing status before publishing. If a document contains several kinds of content, review where each part belongs instead of assuming the whole upload is one drawing or specification file.
After processing, use Specifications & spec sets and Drawings & plan sets to review the published content and its priority.
Organize and share source files
Use folders to group documents by package or purpose, such as Issued Drawings, Addenda, or Reference Material. Create a folder from the folders area, then drag documents into it or select them and choose Move. Use a document's menu to edit its details or download the original file.
Select the documents or folders you need to download them together as a ZIP. This shares the source files. To share reviewed sheets with issue captions, use the issue drawing PDF export instead.
Moving or renaming a source document helps organize the library; it does not change which drawing revision or specification takes precedence. Manage that in Plan Sets or Spec Sets.
Check a missing or outdated result
| What you see | What to check |
|---|---|
| An upload is still processing | Check its status in Documents. A large package may take longer than a single file. |
| The file is in Documents but its sheets or sections are missing | Check processing, then look under Pending in Plan Sets or Spec Sets. Detected content may still need publishing. |
| The current sheet or section comes from an older package | Check the published sets, file precedence, and area assignment before reprocessing the source. |
| A changed set order shows Reprocess Required | Reprocess from the corresponding sets page to apply that order. |
| Search results do not reflect the source content | Check that the source finished processing and that the expected sheets or sections are published. See Search & references. |
Reprocess a document
If a document needs processing again, open its menu and choose Reprocess. The options control different parts of the work:
- Force reprocess outline rebuilds the document's extracted structure.
- Force reprocess content extracts the page content again.
- Force reindex content refreshes the search index.
- Create spec and drawing files creates detected specification and drawing files for import; it does not update files you have already imported.
Choose the options that match the problem. Reprocessing a source document is different from publishing a pending file or applying a new set order. Start with those checks when the content exists but the wrong revision is showing.