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If you have many documents to save to Apricon can be time consuming to enter captions and other document properties. Often this information is already in the document contents, ritningshuvuden etc. This feature helps to transfer the information from lists into their own files to the function for saving documents.

Select file

The function is started from the left menu (for Saving). The first step is to select the file that contains the list. The file must be in Excel format with any of the extensions XLSX, XLS or CSV (the last is actually a text file that is easy to create with script-functions for example. Revit).

The list must have unique headings for each column. It shall normally be one row per document (see also Advanced lists below).

Settings

In the next step, you are talking about was in the file list, see. It is possible to select a specific tab and the line number of the header row. Usually you will find the program automatically. Parts of the text in the header row is displayed as verification.

Merge columns

Then you need to connect the columns with properties in Apricon. For each attribute there is a selection list of all the titles in the list. The properties that have no corresponding column may instead be assigned a fixed value. Properties that are “identifying” are marked with blue label and must always be in one way or another.

Document name (the file name without extension) can be read from a column that contains the whole file name or even full pathnamn. The same applies to file extensions, but usually it’s easiest to let the program find them automatically when you later pointing out the document files.

Usually have the lists using the same format every time. Save the settings in this dialog, then everything is filled in and ready the next time.

Upload files

Finally, to the usual table, used when saving. It is filled with all the documents that are in the list, but has not yet uploaded any files. Do this by dragging and dropping files in the usual way. Their names will be matched against the document names in the table. If the files are in different folders, it is possible to drag and drop several times until all the rows in the table have been given a file attached to it.

Save

Now it is possible to supplement the documents properties directly in the table. Then click Save.

Advanced lists

There are some exceptions to the rule about one line per document.

Section heading

In some lists (electrical consultants) used section headings in the description column to group documents with similar content, see picture. The definition of a title is a text on a line that is blank in the first column and following a completely empty line.

In the dialogue “link the columns” pops up an extra choice for how columns with subtitle to attach to Apricon. Under the headings can either be connected to a separate property, for example. Description 2, or merged with the texts that are at or. document line.

In the case of a merger would be the description of the last document in the example above, become “FIRE ALARM, level 1 part 254”

Multiple rows per document

It appears that each entry on a list is made up of more than one line. The definition of a “jump line” is that it is empty in the first column and not preceded by a blank line. An entry can have at most three lines.

If any of the documents in the list entries have more than one line, you will see a extra column “Row” in the dialogue Link columns, so that, for example. can assign the second line of each document record to properties in Apricon.