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Drawings/Submittals Creation Wizard

The Drawings or Submittals Creation Wizards are used to create up to 500 drawings or submittals at a time. These wizards are available by clicking Tools in the appropriate register. Documents created in this way will appear as normal in their respective registers.

Follow the instructions on the wizard to create the documents. When the wizard is complete, you can edit the documents to add more information, or run the wizard again to add more documents.

Batch File Uploader Tool

The wizard contain a batch file uploader tool that you can use to upload multiple files from your local computer in a single process. The wizard also helps you to create a new document for each uploaded file where you can store additional file information.

If you are using projects, you can link the newly-created documents to the projects of your choice. The list of available projects may be limited by your current project associations.

The batch file uploader tool requires that Microsoft Silverlight be installed on your computer. If you do not already have Silverlight installed, you will be prompted to download and install the software when you start the batch file uploader tool.

note:

When downloading Silverlight you may encounter the following Security Warning dialog if Proliance is hosted on a secure server:

"Do you want to view only the webpage content that was delivered securely? This webpage contains content that will not be delivered using a secure HTTPS connection, which could compromise the security of the entire webpage."

When you see this Security Warning dialog, click No. Otherwise, Silverlight will not be installed.

To upload multiple files using the batch uploader tool:

In the Drawings or Submittals register, click Tools and then Drawings Creation Wizard or Submittals Creation Wizard.
On step 1 of the wizard, select the projects to link with the new documents and click Next.

Note: If you are not using projects, the wizard skips this step and starts on step 2.

On step 2 of the wizard, select a template for the new documents and click Next.
On step 3 of the wizard, click Add to Queue...

The Add Files to Queue dialog displays.

In the Add Files to Queue dialog, click Select.

The Open dialog displays.

In the Open dialog, navigate to the files you want to upload and then select them.

Note: You can select multiple files at one time by pressing Crtl while selecting the files to be uploaded.

Click Open.

The Open dialog closes and the files to be uploaded are listed in the Add Files to Queue dialog.

In the Add Files to Queue dialog, verify the files to upload. To remove files from the list, select them and click Remove.
Click Upload to Queue.
In the Add Files to Queue dialog, click Close.

The Add Files to Queue dialog closes.

In step 3 of the wizard, click Select from Queue...

The Select Uploaded File dialog displays.

In the Select Uploaded File dialog, click Add beside each file you want to create a document for.

— or —

Click Add All to create a document for every file listed.

The added files display in the list at the bottom of the dialog box. To remove a file from the list, click Remove beside the file, or click Remove All to remove all the files from the list .

Click OK.

A document line item for each added file is displayed in step 3 of the wizard.

For each line item, enter a document name in the Title field.
Click Finish

Step 4 of the wizard displays with a list of created documents.

Click Close.

Columns

The columns used in the wizard for specifying new Drawing or Submittal data include several predefined columns, plus any additional fields that your company has manually defined as 'required' in the document subtype. Please note that multiple item lists such as Categories and Areas appear in the wizard as single item picklists. Line items on the Review Process page cannot be added via the wizard.

For information on the predefined column headings used in the wizard, see the following sections in "Drawings/Submittals - Main":

For information on this column...	Refer to this section on the Main page...	Notes
Auto Populate Number?	Details	Optional (Check Box)
Title	Details	Required
Auto Populate Title?	Details	Optional (Check Box)
Name	Details	Required
Revision Number	Details	If left blank, revision number "0" is used
Revision Number	Details	Required
System Revision Number	Details	Required
Rename File?	Non Document Field (See Notes for information)	Optional (Check Box) This field when checked will automatically create a new revision of the specific document you are dealing with.
New Revision?	File/URL Information	Optional (Check Box)
Source File/URL	File/URL Information	Optional
Presentation File/URL	File/URL Information	Optional

The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".

Tip:

To more easily see the newly uploaded files, use the Views filter in the Drawings or Submittals register.

Note:

You cannot use the Drawings or Submittals Creation Wizards to upload files to existing documents. The wizard will always create new documents.