ai-one Excel-to-BrainDocs Add-In

This MS Excel Add-In loops through an Excel spreadsheet and posts each row of data into a BrainDocs Library. The user can specify which columns of data are to be included in each BrainDocs document as well as the column that contains the ID of that document.

Installation Instructions

##Prerequisites:

• Excel 2010 (or higher)

##Install Steps:

1. Download a copy of excel-to-braindocs.xlam to your computer. You can find the latest version of the file in Releases.
2. Open any MS Excel Workbook.
3. On the File Menu, click Options.
4. In the Excel Options window, click Add-Ins. Locate the Manage drop-down list, select Excel Add-ins and click Go...
5. In the Add-Ins window, click Browse. Locate the excel-to-braindocs.xlam file and select Open. Ensure that the checkbox next to Excel to BrainDocs Add-In is selected.
6. Now click OK and the Add-In is installed. You should now see an Add-Ins Menu with the ai-one Excel-To-BrainDocs button available for all workbooks.

Execution Instructions

##Prerequisites:

• Spreadsheet with at least two rows of data.
• One row of data contains the titles for the columns in the spreadsheet (ideally this will be the first row in the spreadsheet, however you will be given the option to select a different row if desired).
• One column of data contains unique identifiers for each row. This column needs to contain unique data as it will be used as the filenames for the generated text files.
• A valid ai-one BrainDocs username/password

Execution Steps:

1. Open a spreadsheet that contains data to be converted to text files.
2. On the Add-Ins Menu, click ai-one Excel-To-BrainDocs.
3. Follow the instructions in the dialog!

Uninstall Instructions

1. Open any MS Excel Workbook.
2. On the File Menu, click Options.
3. In the Excel Options window, click Add-Ins. Locate the Manage drop-down list, select Excel Add-ins and click Go...
4. In the Add-Ins window, uncheck the checkbox next to Excel to BrainDocs Add-In.
5. Now click OK and the Add-In is uninstalled.

.XLAM Build Instructions

1. Clone this repository.
2. Open any MS Excel Workbook.
3. On the Developer Menu, click Visual Basic.
4. From the Microsoft Visual Basic for Applications window, select the File Menu and click Import File
5. Select each of the .cls, .frm, .bas files from this repository.
6. Close the Microsoft Visual Basic for Applications window and go back to the open MS Excel Workbook.
7. On the File Menu, click Save As.
8. At the Save as type drop-down, select Excel Add-In (*.xlam), enter a File name and press Save.
9. An .xlam MS Excel Add-In file is now created.