Auto-Versioning Documents

When uploading Asset Documents (Location, Wells, Facilities, Pipeline Segments) if the file name matches an already present document there is the ability to upload as a new version into StackDX using the Auto-Versioning feature. This will allow you to easily identify the new version of documents when uploading multiple documents keeping the document history all in one location.

This guide will walk you through how to utilize the Auto-Version feature when uploading documents.

Select Upload Documents

Navigate to an Asset (Location, Wells, Facilities, Pipeline Segments) in StackDX and choose your documents to upload.

Navigate to Assets & Asset Docs Grid

Navigate to the Assets Grid (Surface Location, Wells, Facilities, Pipeline Segments) by clicking the Assets dropdown menu at the top of the page. This will display all the Assets related modules/options. Then click any of the Asset Types to view its Assets Grid.

Then to view the uploaded documents navigate to the Asset Docs Grid for a particular asset by clicking the document link in the ‘Related To’ column or enter the asset and go to the ‘Asset, Well, Facility or Segment Docs’ tab.

  1. In the Asset Docs Grid (either Folders or Files View) click Upload Documents

  1. Choose a Folder location to upload the document

Note: If in Folder View the current folder when clicking Upload will be the default chosen folder.

  1. Either Click Choose Files and browse to your documents OR drag your documents to the Or Drop file(s) here box

Note: If you selected the incorrect files and do not want to upload it click Discard.

Tip: To upload multiple documents you can select multiple documents within the same folder location or a choose a ZIP file containing multiple documents that will unzip upon upload.

Auto-Versioning Feature

After selecting your documents to upload, all the chosen documents will be listed. If any of the selected documents have the same file name as an existing document in that folder location the Auto-Versioning Feature will display with the option to either make the document you are uploading a new version or upload as its own new document.

If the document exists in multiple locations they will display and will be updated as well if you choose to make the document the current version.

Note: The Auto-Versioning feature will be disabled if you choose to use the Add to Additional Wells, Locations or Pipelines options or if you are uploading documents in a zip file.

The updated documents will then appear in the Assets Grid. Once the document has been processed it will be assigned a category and the status will be Complete.

View Document History

The 'History' tab will display all the previous versions of the document. The previous versions can be downloaded or deleted.

The number count next to the 'History' tab will indicate the number of previous versions for the document. The number of previous versions will also appear in the Asset Docs grid with a tag next to File Name (ie. 1 Historical).

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