Document source should be match automatically

I propose that the document source match automatically when contractor upload them to the Portal. Because now, contractor forget to click on the Target button and when I upload it into the Power client, it create an invalid file.

  • Valerie St-Georges
  • Dec 16 2020
  • Already exists
Meridian Portal
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  • Coen Vromans commented
    December 17, 2020 13:59

    Hi Valerie,

    The document source is automatically matched if the document already exists in Portal and if the status of the existing document is 'For Routing'. I have attached a sample upload of a new document and a doument that alreeady exists in Portal.

    UpdateRevision.png
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