Batch Publisher Guide

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Batch Publisher 1.

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Data File method
1. 2. 3. 4. 5. Ensure the files to be published are all in the same folder on your PC or network Click on Administration -> Application Library -> Batch Publisher Datafile Template Download the template to the folder containing the files to be published Open the template in Excel (or any other spreadsheet application) Complete the FileName, FileExtension, Description, Revision and IssueNotes columns with your file details, using one line for each file (all fields must be completed - you can enter a dash if you don't want to enter any information) 6. Save the Data File - ensure that you select csv as the file format 7. In the project screen, click in the project toolbar - you may need to wait a few seconds for the batch publisher window to open, and you may need to accept a security warning 8. Click and browse for the CSV file 9. When prompted, select the Document Register, Document Status, and any other required details 10. Click on the Notification tab and select the issue list for these files 11. Click Ok - you may need to wait for a few seconds while the file details are pouplated in the batch publisher 12. Click to publish the documents

Note: When using the datafile method, you can automatically upload zip file attachments to your files. To do so, ensure that... attachments are in the zip file format (other file formats are not automatically recognised as attachments and uploaded) they have the same filenames as the main uploaded file (eg, file.zip will automatically be uploaded as an attachment to file.pdf) they are stored in the same folder as the datafile and main uploaded files their details must not be added to the datafile

Manual selection method


To publish a batch of files using the manual selection method: 1. Click in the project toolbar - you may need to wait a few seconds for the batch publisher window to open, and you may need to accept a security warning 2. Click and browse for the first file to upload 3. When prompted, select a document register for the file to be published to 4. Select the Document Status, and any other required or mandatory details (mandatory fields are not highlighted with a * as with single document publishing) 5. Click on the Notification tab and select the users to issue the document to 6. Repeat steps 2 - 5 with the rest of the files to be uploaded 7. Click to publish the documents

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