Records
- Adding Markup to a Revision
- Publishing an Office Document
- Bulk Create Empty Records
- Managing Revisions from the Records Page
- Adding Markup in the Approval Process
- Received register
- Assign Reviewers to Review Revisions
- How to Obsolete a Record
- Editing Revision Metadata
- Associate a Record to Checklist Task
Bulk Create Empty Records
Introduction
How to bulk create Records from a spreadsheet.
Navigate to Records
From the project homepage, click on Records in the left-hand menu.
Bulk Create Empty Records
Click on the three dots icon to extend the drop-down and click Create Records. Then click Bulk
Create Empty Records, then Files From Us.
Click Download Template located at the bottom of the sidebar.
CSV File
This is a CSV file that you can open in Notepad or Excel.
Alternatively, you can create your own Excel spreadsheet with the same columns and export that
as a CSV.
Filenames must be compliant with the Internal Naming Scheme
Note - FullNumber and Title are required, Scale and Size are optional and will be set to the default.
Drop Files
Click Browse or drag the CSV file onto the drop zone area.
If there are any filenames that do not comply, remove the file and correct any mistakes then drag
the file on again.
Create
Click Create located at the bottom of the sidebar.
Ready For Revision
Your new Records will appear on the list, ready for their first Revision.
Finished
You have now successfully created empty Records in bulk.