Setting up File Name Formats

XL-Upload can automatically extract available document attributes from the file name of the document. The file name mapping must be set up in the XL-Upload Defaults.

Set up file name formats

  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 spreadsheet with the identified values.

  3. Choose the (Ignore) option from the drop-down list for any part of your file name that you do not want to show in your XL-Upload spreadsheet. You would use this option if your file name syntax has fewer than three fields, or if the file name contains 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 Name Format boxes you would select/enter: DocumentNo _ Rev _ Discipline _ Title

If possible, it is recommended for the file name to replicate the document number in the system.