Uploading New Documents

  1. Open XL-Upload from the desktop.

  2. From the XL-Upload menu, select Defaults, confirm these are correct and adjust as necessary.

  3. Click OK then enter your User ID, Company ID and Password and Login.

  4. From the XL-Upload menu select Add Files.

  5. Navigate to the location on your computer where the files are saved.

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

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

  8. The Document No. 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.

  9. Use the Get Document Details from the XL-Upload menu to retrieve document metadata from either previously uploaded revisions in your project or to activate the drop-down options in the XL-Upload spread sheet.

  10. 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 should match the fields that have been set up on the project. Repeat from the above to add/upload additional documents.

  11. Select Validate Documents from the XL-Upload menu to perform a validation check.

  1. Select Direct Upload on the XL-Upload menu.

  1. You will receive a message asking if you wish to transmit the documents. Select Yes or No.

  1. A confirmation message will be shown once the upload has completed.