User manual

3 Click OK.
3 Click Save and Return.
See also:
Document Register Distributions Tab (page 369)
Document Register Documents Tab (page 366)
Document Register (page 365)
Printing, Importing, and Exporting in a
Document Register
Throughout a drawing register you can print, import and export. The process
for each task is the same regardless of what you are actually printing, importing,
or exporting.
Printing
In any of the three tabs, Documents, Distributions, or General, you can print
the different sections of that tab.
On pages where you can expand lists (that is, where there is a plus sign next
to an item) if you expand the list before printing, those details will also print.
In the section that you want to print, click Print. The print preview is
displayed.
Importing
Document Register file attributes and placeholders can be imported into a
Document Register using a .CSV file that is edited in Excel. Click the Import
Entries link on the Documents tab.
Import Template Columns
Using the Create Import Template utility ensures that the .CSV file contains
the correct columns displayed in the correct order. If you are editing attributes
from within the Document Register, the column names in the import template
are the same as the columns that are displayed in the Document Register.
Anytime the column order or display settings are changed by an administrator,
you need to create a new import template. If you are editing attributes during
file upload using the Upload Wizard, the import template includes columns
376 | Chapter 25 Document Register