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Automatic Field Matching allows iTWO cx RIB CX to match your Document number with preconfigured User Field values during an upload. This will then populate those fields on upload without needing any user interaction to make your Document uploads very efficient and quick.

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5. Select the pattern as follows:

Ignore

Project is not set up as a user field, so there is no field to populate on the 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 separator as 

Type

As shown above DWG is the type of the document. So we select Type to populate the Type user field with the value Drawing.

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.


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

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