Upload Individual Documents

This section will guide you through uploading individual documents to Land Files into StackDX and provide information on features available while uploading documents.

Upload Documents

Note: Users require the ‘Land Write’ permissions to upload land 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 Land Files & Land Docs Grid

Navigate to the Land Files Grid by clicking the Land dropdown menu at the top of the page. This will display all the land related modules/options. Then click the Land Files option to view the Land Files Grid.

Then to view the uploaded documents navigate to the Land Docs Grid for a particular land file by clicking the document link in the ‘Related To’ column or enter the land file and go to the ‘Documents’ tab.

  1. In the Land Docs Grid click Upload Documents

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

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

Tip: To upload multiple documents at one time, you can select multiple documents within the same folder location or 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.

Other Upload Features

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

Land Folder Tags

When uploading Land Documents, you can apply a Folder Tag, which are labels that can be utilized to group the documents based on certain criteria (i.e. specific land package or licensing package). Documents can be filtered/searched based on the applied Land Folder Tags, allowing you to easily find those documents.

Note: Tags displayed are Global Folder Tags that have been added to your company. If the Folder Tag you would like to add is not present you can choose ‘Other’ and it will be added to the specific documents. Adding/Removing/Editing Global Folder Tags require ‘Land Admin’ permissions and are managed via the Admin menu.

See Land Folder Tags for more details.

Add to Additional Land Files

Enable this option to add the documents to other land files when uploading. You can add land files individually by searching for land files, selecting related land files or add multiple land files 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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