Uploading New Documents

Open the XL-Upload application.

From the XL-Upload menu, click Add Files.

Select the files to upload, and then click Open.

If you are using attribute extraction, click Extract Attributes to extract the document details directly from Microsoft Word, Excel or Power Point files, PDF, or AutoCAD DWG files.

See Attribute Extraction for more details.

The document number can be populated either from the file name or from the attribute extraction process. If it is not populated correctly, then manually enter the correct document number. If using Auto numbering, enter AUTO (AUTO1, AUTO2, etc.) in future rows.

Click Get Document Details to retrieve document metadata from previously uploaded revisions in your project.

Populate the remainder of the fields in the XL-Upload workbook with the details of the documents (i.e. Rev, Status, Category, Discipline and Title). These values should match the fields that have been set up in the project.

Click Validate Documents to perform a validation check.

Click Upload Documents.

A confirmation message shows. Click the link to view the uploaded documents in the Document register.