Upload Individual Documents

This section will guide you through uploading individual documents to Assets (Location, Wells, Facilities, Pipeline Segments) into StackDX and provide information on features while uploading documents.

Upload Documents

Note: Users require the ‘Wells/Locations Write’ or ‘Facilities/Pipelines Write’ permissions to upload asset documents.

There are file types that cannot be uploaded into StackDX. The excluded file extensions are: .bat, .cmd, .dll, .exe, .msi, .ps1, .reg, .vbs.

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.

  1. Click Upload

Once the document has been processed it will be assigned a category and the status will be Complete.

Upload Duplicate Documents

StackDX will analyze the document contents when processing and in some cases, it may be an exact duplicate of another document already present in StackDX. The documents will still be deemed a duplicate even if the file name is different since the contents match.

In these situations, the file name may change (updated to the file name of the newest uploaded document) but the Added Date, Document or Path Created Dates will not be adjusted.

Upload to Wells with Multiple Events

For Well Assets when uploading to a UWI that has multiple events under the licence # the documents will be uploaded to ALL UWIs under that Licence #.

Example: Uploading documents to 100/01/02-045-01W5/00 will also upload to /02 and /03 events

Other Upload Features

When uploading there are some features you may want to utlize depending on your objective.

Add to Additional Wells, Locations or Pipelines

Enable this option to add the documents to other wells, locations or pipelines when uploading. You can add assets individually by searching for UWIs, Licence #s, Facility ID, Facility/Pipeline Name, Locations, etc. or add multiple in a list.

Unzip Upon Upload

This option will be enabled by default and will unzip and process the documents upon upload. If you have this option disabled it will upload the ZIP file and will not be processed by our system.

Note: The ZIP file will NOT be unzipped with this feature if it contains ZIP files within it.

Extract Email Attachments

This option will be display if you choose to upload an email file. Enabling this option will extract any of the attachments within the email and upload as their own documents.

Note: The email itself will not be uploaded if using this option only the extracted attachments.

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