Add supporting documents

You can add up to 5 documents per upload.

1. Open the supporting documents panel

Select the Supporting documents icon in the left-hand Workflow control bar.
 

screenshot of workflow control bar in survey capture. The supporting documents icon is highlighted.

2. Select +Add supporting documents  

You’ll find this at the bottom left of the panel.
 

image of the supporting documents panel. "add supporting documents" at the bottom left of the panel is highlighted.

3. Add your file(s)

The file upload panel appears. You can either:

  • drag and drop your files into the box at the top of the panel. As you drag the file into the box it changes to Drop file here.
  • browse and locate the file within your computer’s file system. Select Browse.

Requirements for file upload:

  • Maximum file size is 10MB
  • Maximum of 5 files per upload
  • File format must be JPEG, JPG, TIFF, TIF, or PDF
image of "attach files" panel. The drag and drop box at the top of the panel is highlighted.

An error message will appear here if:  

  • you try to upload more than 5 documents at once
  • there is an incorrect file format  
  • the file size is over 10 MB.  

4. Check and edit files before attaching

Select the X next to a file name to remove that file from the upload.

Add a Document type (required) and Comment (optional) to each file.

File upload panel with one file added:

image of attach files panel. One file has been added. The file, and document type and comment fields have been highlighted.

File upload panel with multiple files added:

image of attach files panel. 4 files have been added. One file, along with its document type and comment fields, has been highlighted.

Document type  

Select the document type from the dropdown list. Use the scroll bar to locate the document type you need.
 

image of attach files panel with the document type field selected. There is a drop-down menu highlighted with some of the available document types visible.

Comment  

Click into the comment field to add a comment. This is a free-text field.
 

screenshot of attach files panel highlighting the comment field next to a file.

5. Select Attach files

image of attach files panel, with the "attach files" button at bottom of panel highlighted.

As the files upload, a blue bar next to the files shows the uploading progress.
 

image of attach files panel showing the uploading progress bar next to each file. The "attach files" button has changed to "attaching files" with a processing icon.

Once complete, a success message displays at the top right of the screen.
 

screenshot of success message generated when file is successfuly uploaded to supporting documents.

For some document types, the file will be converted to greyscale. You will see a message at the top right of the screen advising you to view the file and check it looks correct.

screenshot of success message when a supporting document has been added successfully and converted to greyscale.

See: View supporting documents

Any documents that have been converted to greyscale will show a greyscale icon in the Supporting documents panel. 

screenshot of the supporting documents panel, showing the greyscale icon next to an added supporting document.

The attached files will now appear in the supporting documents panel.
 

image of the supporting documents panel with 4 supporting documents uploaded.

Save documents in portrait format before attaching

Warning:

When you attach a document in landscape format, and it is a document type that will be included in the compiled Record of Survey, Plan Generation condenses the page into portrait format, rather than rotating it.

Ensure you save your files in portrait format before adding them to your supporting documents. This will prevent them from being condensed in Plan Generation.

Example:  

A Plan graphic PDF in supporting documents. It was saved and uploaded in landscape format.
 

image of a plan graphic page in landscape format. The page is filled.

The same Plan graphic as a page in the compiled Record of Survey. It has been condensed during Plan Generation to fit portrait format.
 

an image of a page from a record of survey. The plan graphic which was uploaded in landscape, now appears on a portrait format page, and has been condensed to fit widthwise. There is blank space above and below the reduced image.

 

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