User manual

Table Of Contents
for all applicable attributes. If a column is not selected in the Documents tab
it will not be displayed in the .CSV file that is created when you click the
Create Import Template button. The column, Revision, is never displayed
in the import template.
Causes of Import Failure
Entering attribute values if they do not apply to the file type. For example,
if one entry is for a web file and you enter data in the column Phase, then
the import fails. The import fails because Phase is not a valid field for the
Web Files category.
Changing Import Template columns (adding columns, removing columns,
reordering columns).
Incorrect attribute value formatting.
Column by Column Values
Link to a file in Buzzsaw (optional, unless you are editing attributes from
within the Document Register for files that have already been uploaded). To
enter the correct file path when editing attributes for files that are in Buzzsaw:
1 Locate the file in Buzzsaw.
2 Right-click and choose Copy URL.
3 Paste the URL into the Link to file in Buzzsaw cell.
4 Delete the information, https://projectpoint.buzzsaw.com/client,
that appears before the site name.
5 Ensure that the site name is preceded by a backslash (/). For example:
https://projectpoint.buzzsaw.com/client/SiteName/ProjectName/FH--b1lcf.pdf
is entered as, /SiteName/ProjectName/FH--b1lcf.pdf.
File Category: Optional. File types: all
The File Category field must match the file type of the linked Buzzsaw file.
Enter one of the following values exactly as shown:
CAD Files
Image & Multimedia Files
Office & Productivity Files
Web Files
Miscellaneous
Document Number: Optional. File types: all.
No formatting requirements, but limited to 256 characters maximum.
Document Register | 377