Setting up File Name Formats

XL-Upload can automatically extract available document attributes from the File Name of the document. The filename mapping needs to be set up in the XL-Upload Defaults.

1. Click Defaults on the XL-Upload menu.

2. Select the File Name Format fields that match your document naming convention. XL-Upload will automatically populate the spread sheet with the identified values.

3. Choose the (Ignore) option from the drop-down boxes for any part of your File Name that you do not want to appear in your XL-Upload spread sheet. You would use this option if your file name syntax had less than three fields, or if the file name contained irrelevant information.

4. Type your File Name ‘Separator’ in the small boxes between the drop-down boxes.

For example, your standard file-naming convention is ‘A001_3_ELEC_Level 2 Electric Schematic’

‘A001’ is the document number, ‘3’ is the document revision, ‘ELEC’ is the Discipline and ‘Level 2 Electrical Schematic’ is the Title.

In the File Format boxes you would select/enter: DocumentNo _ Rev _ Discipline _ Title

See also:

XL Upload - Basic Video

XL Upload - Advanced Video