Upload Documents to the Register with MS Excel | Web

If you have the document descriptions in a spreadsheet, you can choose to import these directly into Commnia Document Register.

1. Excel Template Link

You'll need to download the spreadsheet template here.

2. Download Template via Document Upload Register

Navigate to the menu bar icon and click Upload Documents to Register under Document Control.

The following screen will pop up.

Click on Download Template.

The template will be downloaded and can be opened by clicking on the file.

3. Enter File Details

Enter the file details into the spreadsheet and save on to your local drive.

You'll need to enter the filename exactly the same as the file description saved in your device storage. This is to ensure that when you have uploaded the excel sheet and the actual files, can be married up accurately.

The file description, the reason for upload, prefix ( a word, letter, or number placed before the file name, for example, project code), Doc No, Revision and RevisionDate are how you would like the file to be saved in Commnia. See below example;

4. Upload your documents

Drag and drop your files or click select to open your internal storage to select your files, once you have selected your files click Next.

5. Upload Excel Sheet

Click on Apply from Excel to upload your excel sheet.

Select your excel file and click open.
File Name Settings from your excel information will be automatically extracted and matched with the files you've uploaded.

To see how to finalise and save the file name setting click here