Default Settings

  1. Open XL-Upload located on your desktop. This will open an empty work sheet with a new Menu XL-Upload.

    1. If you are using MS Excel 2007 or above, you will need to click the Add-ins menu first, and then select XL-Upload.
    2. If you are using an older version of MS Excel you will need to set your Microsoft Excel’s Macro Security to Medium (Tools \ Macros \ Security).

  2. When you open XL-Upload for the first time you will need to complete some configuration information (default settings) prior to using the program. This establishes your User information and identifies the project you are working on.

  3. Click on the Defaults menu button from the XL-Upload menu. All of these settings are relevant to the project you are uploading documents to. You will be prompted to enter the following:

    • User ID: User ID that you use to log in.

    • Company ID: Company ID that you use to log in.

    • Server: Using the drop-down box, select the web address that you use to log in (e.g. www.teambinder.com).

    • Project Number: Enter the Project Number.

    • Email Files to: Using the drop-down box, select the email address that you wish to upload the documents to. By default there is usually only one email address (e.g. tb@tbupload.com).

    • Email Application: Select the email application used if you do not have an internet connection at the time of uploading.

    • File Name Format (Optional): Allows you to automatically extract available document attributes from the filename of the document. In order to use this feature the filename mapping needs to be set up in the XL-Upload Defaults. More information can be found in Setting up File Name Formats section.

    • File Formats and Methods of Extracting Attributes: XL-Upload enables you to extract attributes from Microsoft Office (Word, Excel and PowerPoint & PDF files in addition to AutoCAD DWG files. More information can be found in Attribute Extraction section.

  1. Click OK, you will then be prompted to enter your password.

            

See also:

XL Upload - Basic Video

XL Upload - Advanced Video