Create a specification list

Extract submittal information to generate a template with submittal items pre-loaded.

What does the specification reader do?

The specification reader is a tool within Documents that extracts submittal information from PDF specification manuals. This information produces an Excel spreadsheet that can be used for bulk importing values and codes into project fields. This spreadsheet is also called a specification list.

The Excel spreadsheet or specification list is used to create submittal registers using bulk processing

This list can have thousands of line items and take, literally, weeks to enter in the submittal registers. The specification reader automates this process, saving time and reducing data entry errors.

How to create a specification list

  1. From the top menu click Documents and select Specification Reader.
  1. Select a PDF file to extract your specification list.
  • Click Document to select the file from your Document Register or,
  • Click Local File to select the file from your computer.

Tip!

You can only select one PDF file which must be text readable (ie: you can highlight the text inside the PDF file).

Below is an example when selecting the file from your document register.

  1. Click Extract Specifications.

Tip!

If the extraction fails, make sure your file meets the specification list file requirements.

  1. Click Download FIle to download the Excel specification list to your computer.

Tip!

Click Upload More to extract a specification list from another file.