Uploading Revised Documents

A feature to assist in the process of uploading revised documents (new revisions) is available within XL-Upload.

Get Document Details can be used to retrieve document metadata from previously uploaded revisions, saving data entry time. Additionally, drop-down field data in the XL-Upload spread sheet will populate assisting in the accuracy of entering metadata codes. 

This feature can be used even when documents have not been uploaded previously. You will get an error message which says ‘Document Not Available’ indicating that it is not currently in the Document Register; however the drop-down field data will now be available to you.

1. Open XL-Upload from the desktop.

2. Enter your login details when prompted and click Login.

3. If necessary, select Clear Sheet from the XL-Upload menu to remove any existing entries.

4. Select Add Files from the XL-Upload menu.

5. Navigate to the file(s) location on your computer/network.

6. Select the file(s) to upload and click Open.

7. Enter/edit the Document numbers only for each document.

8. Select Get Document Details from the XL-Upload menu.

9. A search for the document number/s entered will be conducted in InEight Document. Once found, the existing attributes for the last uploaded revision of that document number will be displayed.

10. Update the revision and/or status of the documents as required.

11. Select Validate Documents, then Upload Documents from the XL-Upload menu.

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