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Importing sheets Follow

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Anthony Schuler
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You can import PDFs as sheets from your local files and online CDEs. Revizto treats each page of a PDF document as a sheet. By parsing PDF file names and page labels, Revizto can generate sheet numbers, titles, and revisions. This data can determine whether the pages being imported are new versions of existing sheets, or entirely new sheets.

You can correct the numbers, titles, and mapping of pages and existing sheets before importing. To minimize manual corrections, ensure that your PDF file names or page labels match one of the sheet naming formats.

Required permissions

Importing or overwriting sheets requires specific project access rights. If you are unable to import sheets contact your account, project, or license admin. 

If you are using a CDE, you will also need viewing/access permissions in the CDE to view sheets in Revizto. 

You can view your access rights in the Project Team tab in Revizto Workspace by clicking View project role or Set project role next to your role name. See Managing project roles for more information.

  • To import new sheets from files or CDEs, and update sheets added by you, you need:
  • To update sheets added by all users you need:

Importing PDFs as sheets

Revizto users with the required permissions can import PDFs as sheets from local files or integrated Common Data Environments (CDEs). CDE connected sheets automatically update and ensure Revizto is using your latest sheet revisions. Existing issue data and 3D overlays are maintained between sheet versions when sheets are exported with sheet coordinates from your authoring software. 

You can import sheets through the 2D environment from the sheet gallery and sheet viewer, or through the Docs environment with CDEs.

To import sheets from the sheet gallery:

You can import sheets directly from the sheet gallery. New sheets will be saved in the folder you are in, unless they are connected to an existing sheet when imported.

  1. Open the project's sheet gallery by clicking 2D (2 or Ctrl + E) at the top of your application.
  2. In the sheet gallery, select and open the destination folder.
  3. Click Import on the gallery toolbar.
  1. Click Import from file system and navigate to the folder with your sheets. 
  2. Select the PDFs to import, then click Open. 
  1. Click Import from Docs and navigate to the folder with your sheets.
  2. Select the checkboxes for the PDFs you want to import, then in the upper-right corner, click Done.
  1. Review the sheet mapping options, and make any necessary changes.
  2. In the upper-right corner click Done. 

After sheets are imported, the date fields are set to Pending until you sync your project.

To import sheets from the sheet viewer:

You can also import sheets within the sheet viewer. Revizto automatically links the imported PDF to the sheet you are viewing to create a smooth update workflow. 

When a PDF is linked to an existing sheet, Revizto only imports the first page. If multiple sheets are saved in a single PDF, you can open and print the needed page as a new PDF. 

  1. Open the project's sheet gallery by clicking 2D (2 or Ctrl + E) at the top of your application.
  2. Click Import file on the main toolbar.
  1. Click File and navigate to the folder with your sheets.
  2. Select the PDFs to import, then click Open. Every page from the chosen files will be treated as an individual sheet.
  1. Click Document and navigate to the folder with your sheets.
  2. Select the checkboxes for the PDFs you want to import, then in the upper-right corner, click Done.
  1. Review the sheet mapping options, and make any necessary changes.
  2. In the upper-right corner, click Done.

After sheets are imported, the date fields are set to Pending until you sync your project.

To import sheets from Docs:

CDE connected sheets automatically stay up to date and add all available version history for the sheet into Revizto. To prevent automatic updates of CDE sheets, see Detaching sheets from a CDE. You can also learn how Revizto assigns revision numbers to CDE sheets from Sheet version numbering.

Only single-page PDFs can be imported from a CDE. If more pages are added to the document after the initial import then Revizto only reads the first page in the file when automatically updating the sheet. 

  1. Open the project's CDE documentations by clicking Docs (5) in the project toolbar at the top of your application.
  2. Open the CDE folder containing your sheets. 
    • If you are not signed in to the CDE, Revizto will prompt you to enter your username and password.
  3. Click Send to 2D . 
  4. Select the checkboxes for the PDFs you want to import, then in the upper-right corner, click Done.
  5. Review the sheet mapping options, and make any necessary changes. 
  6. In the upper-right corner click Done. 

After sheets are imported, the date fields are set to Pending until you sync your project.

Converting a standard sheet to a CDE sheet

Updating a standard sheet image16.png from a CDE document converts it into a CDE sheet ACC sheet icon.pngimage26.pngsharepoint.pngimage57.png. You will need your latest sheet revision to be in your CDE. CDE sheets automatically pull updates from the integrated environment, while standard sheets require manual updates through Importing PDFs as sheets. 

To convert a Revizto sheet to a CDE document:
  1. Open the project's sheet gallery by clicking 2D (2 or Ctrl + E) at the top of the application window.
  2. Open the sheet that you want to convert to a CDE sheet.
  3. Click Import file on the main toolbar, then select Document.
  4. Navigate to the updated sheet in the CDE folder.
    • If you are not signed in to the CDE, Revizto will prompt you to enter your username and password.
  5. Select the CDE document, then click Done in the upper-right corner.
    • If you select several CDE documents, the Revizto sheet will not be updated. Instead, the CDE documents will be imported as new sheets.
  6. Review the sheet mapping options, and make any necessary changes.
  7. In the upper-right corner, click Done. 

After the sheet is converted, the date fields are set to Pending and the sheet will have a new CDE icon ACC sheet icon.pngimage26.pngsharepoint.pngimage57.png indicating the sheet is connected to your CDE. When you sync your project, the sync date will be updated.

Sheet mapping options

Updating sheets from different sources or tools can sometimes require manual edits to sheet titles or mapping. During sheet import you can verify all details and ensure Revizto holds the latest information. 



You can perform the following actions when importing sheets from files or CDEs: 

  • Select a different Sheet naming format and reapply sheet mapping. 

  • Click Edit to change the sheet number and sheet title. Click OK to confirm changes. If you enter a duplicate sheet number, Revizto will add a space and number to make it unique (for example:  A101, A101 1, A101 2).

  • Click Rotate to rotate a sheet 90 degrees.

  • Click Connect to start mapping an imported sheet to an existing sheet, then click Select to map the chosen sheet.

  • Click Disconnect to remove an existing sheet mapping. 
  • Click Delete to remove a page from import.

Sheet naming formats

When importing sheets, Revizto separates file names and page labels to generate sheet titles, descriptions, and revisions. Updated sheet titles will overwrite previous sheet titles unless the new title is blank, in which case Revizto keeps the old title. The naming rules are based on the format that you select and uses the following logic variables:

Number Any string without whitespace characters. If several sheets have identical numbers, any after the first one have serial numbers added to this number. Serial numbers are always applied when importing multi-page documents. 
Title Any string without brackets: (), [], or {}.
Separator Any number of whitespace characters (spaces) with or without a single underscore "_", or a single underscore.
Revision Any string in brackets: (), [], or {}.
Prefix:  A string followed by a colon “:” and a whitespace character. 

Parsed filename

This option is recommended for single-page PDFs to prevent duplicating sheet numbers.

Revizto applies the following logic when using the Parsed filename format:

Format Example
<Number>.pdf A0000.pdf
<Number><Revision>.pdf E2002 (V1).pdf
<Number><Separator><Title>.pdf P1003 Waste-Plan-Floor-3.pdf
<Number><Separator><Title><Revision>.pdf S3021_Pour-Schedule-Floor1[Revision 4].pdf
<Number><Revision><Separator><Title>.pdf T1001_(v1)TelecomFirstFloor.pdf

Name + page

This option is recommended for multiple-page PDF documents to easily reference the filename when editing details during import. The Name + page option sets the filename + page number as the sheet number. Sheet title and sheet revision are blank. 

Page label

Page labels are set in your sheet authoring tools, and can be used to import multiple sheets from one PDF document. Sheet revisions are left blank when using Page label imports. Revizto separates sheets by page, and can read the following label formats for each page:

Format Example
<Number> A9000
<Prefix>: <Number> Renders: A9001
<Number> - <Title> A9002 - Exterior South
<Prefix>: <Number> - <Title> Renders: A9003 - Exterior_2 North

Troubleshooting

Q: I cannot select a CDE document to import as a sheet. The checkbox next to it is unavailable and grayed out.

A: The checkbox is unavailable for one of the following reasons:

  • It is already imported. Documents that are imported to Revizto are marked with the icon.

  • It is not a PDF document, and therefore it cannot be imported as a sheet.

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