Review Sheet Titles and Tags

The final step in the publishing process is to review sheet titles and tags before publishing your sheets for all project members to view.

When you upload new sheets, your sheet titles are extracted automatically when a correctly formatted index sheet is also included in the upload. If you don't upload an index sheet or your sheet titles don't extract properly, you can edit sheet titles individually or in bulk.

When you publish a new version of a sheet the sheet title is automatically populated from the previous sheet version with the same sheet number.

Note: You can use the slider on the bottom left to expand or contract the row height to make them easier to review.

Edit Individual Sheet Titles

Click the Sheet title field and edit as required.

Draw and Bulk Capture Sheet Titles

An alternative approach to manually editing the sheet titles is to draw a capture area to bulk populate sheet titles for the selected sheets. This is useful if you find several of the extracted sheet titles are incorrect or missing. The OCR technology will then read the drawn capture area in the same location of every title block and extract the sheet titles for review.

To draw a capture area:

Select the sheets that you want to bulk edit.
Click Draw sheet title area button.
Review the instructions in the dialog box and click OK. Select Don't show again to hide this reminder in the future.
Draw an area on the sheet that is large enough to capture the sheet title for all selected sheets.

The sheet title may not be horizontal and therefore may not extract properly. In that case, click Orientation to change the text orientation. In the example below, the sheet title reads vertically and up:
Click Save.

Edit Sheet Titles with Rules

You can apply rules to pages to bulk edit sheet titles. This is useful if you have duplicates you want to make unique, or you want to add, trim, keep, or replace characters. You can also apply rule for selected pages to bulk edit sheet titles.

Select the Edit with rules button.
- Before column: Shows the sheet numbers before the rules are applied.
- After column: Shows a preview of the sheet numbers for the selected pages after the rules are applied.

Click Add rule to add one, or a combination of the following rules:

Add characters

You can enter a prefix or suffix. If there is no sheet title, only the prefix or suffix will display.

Trim characters

You can define where to start trimming and how many characters to cut:

First characters
Last characters
Before special character: If there is more than one occurrence of the special character, select which one to cut text before.
After special character: If there is more than one occurrence of the special character, select which one to cut text after.

Keep characters

You can keep characters with the same options as Trim characters.

Replace characters

Enter the text in the Text field that you want to replace and the replacement text in the With field.

Sheet Tags

While disciplines are automatically assigned to sheets after publication, tags allow us to further group and find sheets quickly from the field.

Edit Tags for Individual Sheets

You can manually select or remove tags from the drop-down list in the Tags field for each sheet.

Edit Tags in Bulk

Select the sheets whose tags that you want to add or remove.

Click Edit tags.
Add and remove tags as required.
Click Apply to selected sheets.

Next Steps

When you have entered all the sheet titles and tags correctly click Publish sheets.

If you want to change the sheet numbers in the previous step, click Back to sheet numbers.

You can also save your progress and continue publishing later, by clicking Save for later.

Click Save in the confirmation message and this activity will be saved in the Publish log with the status Ready for review. You can click Continue in the publish log to continue with the publishing process.

Click Go back to return to the Review sheet titles and tags step.

Click Cancel publishing to discard the files you've added, any changes you've made, and to leave the sheets publishing workflow.

After Sheets are Published

When your sheets are published, you'll be directed to the Sheets list which will be filtered by the version set of your published sheets. You'll see the sheets you've published as well as other sheets previously published in the version set.

The sheets will also be visible to all project members. Project members are notified through email that new or updated sheets are available unless they have changes their Sheets notification settings.

Any sheet number callouts in the content of your sheets will start converting to links if they match sheets in the project. See Automatic Sheet Linking for more details.