Documentation Center

Request Quote Wizard: Add Files

The Create Project wizard steps you through the project creation process by presenting a few project creation-related tasks per page. When you are finished with each page, click Next. You also can return to a previous wizard page by clicking Previous, or cancel the project creation by clicking Cancel.

Adding files to a quote

Before you begin

To add one or more files from your computer or a WorldServer location:

Procedure

  1. Verify that the Expand zipped files option is selected if you want to expand a zipped file.
  2. Select a file location from:
    • Your computer
    • A WorldServer location
  3. Select one of the following options for locating the documents you want to include in the quote or project:
    • From my computer. Click Browse to add files from your computer.
    • From WorldServer. Click to add files from a WorldServer location.
  4. Select a file to upload.
  5. Click add another to add more files and repeat steps 3 and 4.
    The system stores the files in a temporary location.
  6. When finished, click Copy Files Now to copy the files to a project or quote folder on the system.
    The uploaded files display on the right side of the panel. The system shows the relative path and filename for expanded files that had a directory structure in the zipped file.

What to do next

Analyzing files

Before you begin

Click Analyze Files to perform a preliminary analysis of the files associated with a project or quote.

For more information, see About Analyzing Files.

Deleting files

Procedure

  1. To delete a single file, click the delete link.
  2. To delete all files, click the delete all link.