Bulk file upload feature in WeldTrace

Bulk File Upload

The bulk file upload wizard will allow you to upload more than one file at a time and match them with the relevant drawings that do not have file attachments. You may use this method to upload MTRs or heat certificates to materials or batch certificates to consumables or test reports and wherever you see the bulk file upload button in the menu bar. 

Please note that a paper clip icon will appear in the info column if a file is uploaded. Click on the bulk file upload button to start the bulk file upload process. You can add files to 50 entries at a time using this method.

Bulk File Upload Process - Step 1

Bulk file upload process - step 1

  1. Click on this button to open the bulk file upload wizard;

Bulk File Upload Process - Step 2

Bulk file upload process - step 2
  1. The files must be in PDF format and they must be named in this format: DrawingNumber_rev with the drawing number and the revision separated with an underscore. 
  2. Click on this button to open the file browser (Explorer in Windows and Finder in Mac);

Bulk File Upload Process - Step 3

Bulk file upload process - step 3
  1. Select the relevant files or all the files;
  2. Click open for WeldTrace to parse these files;
If you are using the bulk file upload in the following sections, the file names should be formatted as:
  1. For the materials section, use the heat number alone as the file name;
  2. In the consumables section, use the batch number alone as the file name;
  3. In the Test Reports section, name the files with the test report number and the revision separated by an underscore, similar to the drawings;

Bulk File Upload Process - Step 4

Bulk file upload process - step 4
Bulk file upload process - step 4

  1. The files read will be listed in this table with the drawing number, revision number, drawing title, etc and the file name under the respective column headings;
  2. If WeldTrace finds a match from reading a file name, the message column will show "Match" in green;
  3. The matching files will be scanned for viruses before the upload process begins. The status bar and messages will be shown in these places; 
  4. If a file is found for an entry that already has a file, "Duplicate" will appear in red;
  5. If there is no match for a file, "No match" will appear in red;
  6. Click here to upload the files;
  1. The files that cannot be matched to an entry in the system will not be uploaded and they would be shown in red text;
  2. The file names are case sensitive;
  3. Maximum of 50 files can be uploaded at a time;
  4. The files must be available in PDF format;

Read the next article: Primary Field Edit

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