Importing Expected Sections and Items
You can either import using an Excel template or you can upload your specification manual in PDF format to create submittal items within the chosen log. When a PDF file is uploaded, the system scans the file and displays the expected items and sections for you to review. You can preview the expected items and sections before importing it.
To import sections and items:
- Select the Sections & Categories menu and select Import Data.
- Select a log you want to import the sections and categories into.
- Select if you want to import a specification manual in PDF format or if you want to download a template.
- Select Download Template to download the sample template. Follow the instruction on the template to create your import file and save it. Skip this step if you are uploading a PDF manual.
- Select Browse to upload project manuals as PDF or select the template you modified in step 3a.
- Select Next. The Import Preview page is displayed. If you uploaded a specification manual in PDF format, the system automatically scans the file and pulls in the specification submittal names and numbers to create submittal items.
- Review the items and select the check box next to sections you want to import and click Import Export Items.
Tip:
- Select the Import Sections Only checkbox to view only the section number and name, the description of each section is not displayed.
- Select the Edit icon on the Import Preview page to make changes to the sections. Select Edit Multiple to make changes to multiple sections at the same time.
- Select the Delete icon on the Import Preview page to delete a section.
Last Published Thursday, May 29, 2025