Batch Slip Sheet

PDFs do not need to be open in Revu when the batch process is run. If a document is open in Revu, any changes resulting from the batch process will be made to the document, but the document will not be saved or checked in (if relevant); the user will need to save and check in the document manually. If a document is not open in Revu, and it is not checked out/locked by another user, changes will be applied and saved to the document automatically (without opening the document in Revu).

In most cases, Revu's auto-matching function will successfully match current sheets with their revisions, but in the event that a consistent naming convention is in place and the auto-matching function doesn't deliver satisfactory results, users can add their own syntax to the matching algorithm. If that doesn't work, or is not an option, manual correlation is always available. See Auto-Matching for examples of auto-matching in the batch features.

1. Go to File >  Batch > Slip Sheet. The Batch: Slip Sheet dialog box appears.

   

2. Add PDFs to the Current Pages and Revised Pages lists by selecting the appropriate option from the corresponding Add dropdown menus:
• Add Files: Select this option to navigate to the desired files on either a local or network drive. This is the default option and is invoked when Add is clicked.
• Add Open Files: Select this option to add all PDFs currently open in Revu that are not already included in either group.
• Add Folder: Select this option to add all PDFs in a selected folder, but none of the PDFs in any of its subfolders.
• Add Folder (include subfolders): Select this option to add all PDFs in a selected folder as well as the PDFs in any of its subfolders.
3. Select the method by which these documents should be matched from the Match Pages By dropdown menu:
   • File Name, Page Index: Automatically matches documents by file name, then by page index.
   • Page Label: Automatically matches documents using predefined page labels.

   • Page Region: Uses the text found within user-defined regions of the first PDF listed in the Current Pages list to automatically match documents. To define the page region:

     1. Click Select. The dialog box disappears, replaced with a crosshair cursor.

     2. Click and drag to define a region on the PDF. Generally speaking, the data in this region should be located in the same place on each PDF. When the region has been defined, the AutoMark dialog box appears.

        

     3. To add another region, click Add. The AutoMark dialog box disappears, replaced with a crosshair cursor again. Click and drag to define another region. The AutoMark dialog box reappears with the new region added to the Selection field. There is no limit to the number of regions that can be added.
        • Review the sample page label, as shown under Preview. If desired, click in the Selection field to add text before, after or between [Regions].
     4. When all regions have been defined, click OK. The AutoMark dialog box closes, replaced by the previous dialog box.

        Note: AutoMark is most suitable for documents that are vector-based, are the same size and have the same registration. AutoMark might not work as expected if the pages are different sizes, if some of the pages are not searchable or if the scans are not properly registered.
        

   • Manual Correlation: Skips the auto-matching process. Select this option to match documents manually on the next screen.

     Note: Pages must be matched to be included in the next part of the process. If one of the auto-matching options is selected and matches cannot be found for one or more pages, they will not be included. This does not apply to Manual Correlation, which carries all pages forward.

4. For each of the Match Pages By options except Manual Correlation, you can define an advanced filter for more control over the auto-matching process. To do so, click Advanced and enter the desired Match Filter. See Advanced Match Options for more information.

5. At this point, you might want to save this batch for future use. To do so, click Save Batch. Files are saved in a BCX format and can be opened later by Batch Compare, Batch Overlay and Batch Slip Sheet.

6. Click Match. The appropriate matching process is run (as determined by the Match Pages By selection above) and the Batch: Slip Sheet - Match Pages dialog box appears.

   

7. Pages that have been automatically matched are shown on the Matched Pages tab, arranged in matched pairs: pages in the same row are considered "paired" and will be compared.
   • To move a page to a different row (and pair it with a different page), select it and use the associated and buttons.
   • To remove a page from either list, select it and click .
8. Pages that were not automatically matched are shown on the Unmatched Pages tab. These pages can be manually matched by selecting an appropriate page from either column and clicking Match. The matched pages are moved to the Matched Pages tab.
9. To return to the previous screen, click Back.
10. Select the desired slip sheeting method from the Slip Sheet dropdown menu:
    • Insert Revised Pages before Current Pages: Inserts the new pages in front of the corresponding current page.
    • Replace Current Pages with Revised Pages: Replaces the current pages with the corresponding new pages.
11. Select the desired slip sheeting options, as available:
    • Copy Markups from Current Pages to Revised Pages: Select this option to copy the current page's markups over to the new revision.
      • Unflatten Markups before Copy: Select this option to unflatten any flattened markups on the current pages before performing the copy.
      • Flatten Markups after Copy: Select this option to flatten markups on the new pages after performing the copy.
    • Stamp Current Pages 'Superseded' (appears only when Insert Revised Pages before Current Pages is selected as the Slip Sheet option in the previous step): Select this option to automatically stamp the current pages as having been superseded.

12. Click OK. If there were any unmatched drawings left on the previous screen (for example, if one page of a pair was deleted and the other was not matched to another page), the Batch: Slip Sheet - Unmatched Pages dialog box appears. If there were no unmatched drawings, the Batch: Slip Sheet - Summary dialog box appears; skip to the next step.

    

    • On the Batch: Slip Sheet - Unmatched Pages dialog box you have the option to extract new drawings discovered during the Batch Slip Sheet process. If you would prefer to not extract any of these drawings, click Skip and proceed to the next step. Otherwise:
      1. Select the pages you would like to extract from the Unmatched Pages list.

      2. Select any of the available options, as desired:

         • Extract Pages as Separate Files: Select to create a one-page PDF for each page extracted from the current PDF.

           • Use Page Label to Name Files: Select to use the page label in the name of the individual PDFs.

             Note: This option should not be used if the page labels contain any characters that Windows considers invalid for use in file names, including \ / : * ? " < > |

           • Overwrite Existing Files: Overwrites any existing files of the same name in the save location.
         • Open Files After Extraction: Select to open the newly created PDFs in the current session of Revu as separate document tabs.
         • Update hyperlinks with relative paths: Select to automatically update hyperlinks contained in extracted pages with relative paths. Otherwise, full paths are used. See Defining an Action: Relative and Full Paths for more information regarding relative and full paths.
      3. Click Extract Pages. The Select folder to extract files to dialog box appears.
      4. Select the folder into which you would like to save the extracted files and click Select Folder.
13. Once the Batch Slip Sheet process is completed, the Batch: Slip Sheet - Summary dialog box appears.

    

14. Review the Summary information provided, which includes which pages were slip sheeted with which pages.

15. To generate a report of the Summary information:
    1. Select Create Report.
    2. Select either PDF or CSV from the corresponding dropdown menu.
    3. Enter a name for the report in the File Name field.
    4. To change the folder in which the report will be saved, click the to the right of Output Folder and select the desired folder.

    5. Click Options to set additional reporting options. The options available vary depending on what kind of report is being generated:

       PDF

       • Create Hyperlinks: When enabled, the report will include hyperlinks to the current, revised, and unmatched pages.

       • Stamp Date and Stamp Time: When enabled, adds that information to the footer of the report.
       • Stamp Date and Stamp Time: When enabled, adds that information to the footer of the report.
       • Save Report Automatically: When enabled, automatically saves a copy of the report in your Documents folder.
       • Overwrite Existing File: When enabled, if an existing file with the same file name is present in the save location, it will be automatically overwritten.
       • Open File After Creation: When enabled, the report automatically opens after creation.
       • Page Size and Orientation: Sets the page size and orientation of the report.

       CSV

       • Include Hyperlinks: When enabled, the report will include hyperlinks to the current, revised, and unmatched pages.
       • Include Column Headers: When enabled, the file will include automatically generated column headers in the comparison report.
       • Overwrite Existing File: When enabled, if an existing file with the same file name is present in the save location, it will be automatically overwritten.
       • Open File After Creation: When enabled, the report automatically opens after creation.

16. Click OK.

Advanced Match Options lets you define a custom Match Filter that is used to precisely match pages during the auto-match process.

Wildcard Syntax:

*	Represents zero or more characters that are not a number
#	Represents a series of characters that form a number
;	Separator for specifying multiple filters
?	Represents a series of alphabetic letters
\	Escape character to treat above characters as literal

All other characters are literal.

Note: An assumed * wildcard always precedes the string. For instance, A#;C# is implied as *A#;*C#.

Note: A space is considered a literal character. Do not include a space after the semicolon or else the filter will take that space into account as well.