From ViewTwo to the project CDE.

The same for every CDE. Nothing is uploaded and your issued files are not touched — ViewTwo makes copies.

1. Click Sets in the icon bar at the foot of the panel and choose the project.
2. Choose what to send: Current Issued Drawings, a set in the Set row (Planning, Tender, Construction…), or the drawings current on a date. Tick the disciplines you want.
3. Click Export Copies and choose an empty folder.
4. Choose Number only – for a CDE. Each copy is named by its document number alone, for example 1003-V2A-XX-00-DR-A-1100.pdf — no revision, status or title in the name. A PDF and a DWG of the same drawing keep their own extensions.
5. Tick All files in one folder if you want every copy in the folder you chose, without a folder per discipline (Architect, Structural…).
6. Before anything is copied, ViewTwo lists any drawing whose formats are at different revisions — a DWG at P02 beside its PDF at P03, say — so you can sort it out before an older DWG reaches the CDE.
7. ViewTwo copies the files — one folder per discipline unless you ticked the box — pins the folder to the panel, and writes ViewTwo Upload Sheet.xlsx beside them: for each copy its file name, document number, title, revision, status, format, discipline, the date it was issued or received and the purpose.

Upload in the web browser, or through Desktop Connector.

In the browser

1. Open the project in Forma and go to the folder the project has agreed for your drawings.
2. Click Upload files, or drag the files from ViewTwo's export folder into the folder's file list. Several files go up together, in batches.
3. If the folder has a naming standard or required attributes, Forma asks for them. Take the values from the upload sheet.
4. A file with the same name as one already in the folder is added as a new version of it — which is why the number-only name matters: P02 lands on top of P01 as version 2 of the same drawing, instead of as a second document.

Autodesk: Upload files; Autodesk Support on versioning by file name: accepted answer.

With Desktop Connector

1. In ViewTwo, choose the project's folder inside Autodesk Desktop Connector as the export folder — the copies sync up from there. Tick All files in one folder, or each discipline's folder (Architect, Structural…) becomes a folder in Forma too.
2. Desktop Connector checks the names against the project's naming standard. A file that fails goes to the holding area, or, if the project has no holding area, does not upload.
3. Desktop Connector cannot fill in attributes. If the folder needs them, finish them on the web: in the holding area, or by uploading those files in the browser instead.

Autodesk: Naming standards in Desktop Connector.

Asite fills each file's attributes from an Excel sheet — the upload sheet gives you the values.

1. Open the folder in Asite, go to its Files tab and choose Upload › Files. Select the files from ViewTwo's export folder (they are not published yet).
2. Download Asite's Excel template from the Upload window. On its Import-Data sheet each file goes on its own row, starting at cell B3, under its file name with extension; custom attributes go in columns from J, headed with the attribute's exact name.
3. Copy the values across from ViewTwo Upload Sheet.xlsx — document number, title, revision, status — into the matching columns of Asite's template.
4. Back in the Upload window, click Import File Attributes, choose the filled template and click Import. Fill in anything mandatory left blank, then Upload.

Asite needs Simple Upload switched off on the folder and Publish (or Admin) permission for you. For one value shared by every file, the Upload screen's Apply to All fills a column at once.

Asite: Publish files with attributes via MS Excel; Apply attributes in bulk.

Upload several files at once in the browser, or drag a folder into the desktop app.

In the browser

1. Open the container for your drawings and start an upload of new items.
2. Choose Select Files, or Select Folder to take a whole discipline folder from ViewTwo's export, or drag the files in.
3. Select Register to give each item its details — draft or final status, description, classification — using the upload sheet. If Viewpoint flags a naming convention error, correct it before you finish.
4. Click Upload.

Trimble: Upload multiple new files.

With the desktop app

1. Drag the export folder into the Viewpoint For Projects drive in Windows Explorer. The app builds a matching container structure.
2. Upload the added items, and register their details as above.

Trimble: Add items and folder structures by drag and drop.

Under ISO 19650 the revision and status of a file are metadata held against it, not part of its unique identity. The UK BIM Framework's guidance on the CDE lists the revision code and status code as metadata, and says such additional metadata "should not be part of the unique ID" (Guidance Part C, section 2.2). A CDE keeps them in its own fields — which is what the upload sheet is for.

It matters in practice too: a CDE such as Forma recognises a new version of a document by its file name. Upload …-1100-P01 Ground Floor Plan.pdf and then …-1100-P02 Ground Floor Plan.pdf and you have two documents; upload …-1100.pdf twice and you have one document with two versions and its history intact.

ViewTwo keeps the revision and title in its own issued file names because on a shared drive, in an email or on a portal, the name is all anyone sees. In a CDE the platform shows them — so the export can leave them out.