Page Comparison

...

• Ignore - Project is not set up as a userfielduser field, so there is no field to populate on the uploage upload page. So we select ignore
• Select separator as -
• Ignore - Company is not set up as a user field, so there is no field to populate on the upload page. So we select ignore
• Select seperator as Select separator as -
• Type - As shown above DRA is the type of the document. So we select Type to populate the Type userfield user field with the value Drawing.
• Select seperator as Select separator as -
• Discipline - As shown above, ELE is the discipline this document belongs to. So we select Discipline to populate the Discipline user field with the value Electrical

...

So the pattern will now look like this

• Ignore -  Ignore - Type - Discipline

...

Save the pattern and select it from the drop-down for your Company

Image Added

How to use Automatic Field Matching

Once an Automatic Field Matching Now that the pattern has been created for your company you will need to ensure your Document Numbering will adhere to the Pattern.

Usually, however, the Automatic Field Matching pattern is configured based on your Document Numbering.

The use of Field Matching is best explained using an Example

Example 1

Company A

Automatic Field Matching Pattern is - Project-Company-Type-Discipline

The Document you upload  is DEMO-MC-DRAset up you can upload a document in your standard document number format

For eg.

DEMO-MC-DWG-ELE-0001 [a] Electrical Drawing 0001

In this instance

• DEMO - is the Project Name
• MC- Is the Code of the Company that is uploading
• DRA - is the Code for the option of Drawing in the Type User Field
• ELE - is the code for the option of Electrical in the Discipline User Field

If you Drag and drop this file for Uploading you will see that the Fields for Type and Discipline are automatically populated as

• Type = Drawing
• Discipline = Electrical

Example 2

Let's say you wanted to upload a Document which was type Report and Discipline Architectural

Then the document number will be

DEMO-MC-REP-ARC-0001 [A] Architectural Report 0001

In this instance

• DEMO - is the Project Name
• MC- Is the Code of the Company that is uploading
• REP - is the Code for the option of Report in the Type User Field
• ARC - is the code for the option of Architectural in the Discipline User Field

If you Drag and drop this file for Uploading you will see that the Fields for Type and Discipline are automatically populated as

• Type = Report
• Discipline = Architect

FAQ's

What user field types are .pdf

When a user from Company MC uploads this document the Type and Discipline field will automatically be populated in the Upload page

Image Added

What user field types supported for Auto Field Matching?

Currently this feature supports

-Text

-Select

Can you have more than 1 Field Matching pattern for one company?

Yes this is posssiblepossible.