Audatex Estimating Files

When configuring Audatex Shoplink for exporting estimates, you should use the default settings of the product or make note of where you save your exported data. If you use the default location for Audatex Shoplink, your estimates will be found and displayed automatically when you select Audatex prior to uploading.

If you are not using the default settings for importing/exporting estimating system files, e.g., EMS, you can use the following procedures to verify your import/export settings.

The following procedures describe how to enable EMS import and export and how to set the primary export directory in ShopLink. ShopLink is not a Mitchell product, and Mitchell does not support or control it. This procedure is believed to be accurate at the time of this release. However, any representations of a non- Mitchell product are subject to change without notice. Contact your system administrator or ShopLink for technical support.

How to

Configure your import options
  1. Log on to ShopLink.
  2. On the GoTo menu, click Profiles.
  3. In the left navigation pane, expand the Shop Profile folder, expand the Options folder, and click CIECA-UDS Import/Export. The Shop Profile - CIECA-UDS Import/Export Options window opens in the right pane.
  4. Do one of the following:
    • If either the CIECA 2.01 or CIECA 2.6 check boxes is selected and there is a path in the corresponding Primary Import Directory field, leave it as is. Go to step 7.
    • If neither CIECA check box is selected, continue with step 5.
  5. Select the CIECA 2.6 check box.
  6. In the Primary Import Directory field for the check box, do one of the following:
    • If there is already a path, leave it as is.
    • If the field is blank, type in a path (for example: C:\SLWIN\IMPORT\2.6).

  7. Select the Enforce Mandatory CIECA Import check box. If prompted to create the directory, click Yes.

Configure your export options
  1. Log on to ShopLink.
  2. On the GoTo menu, click Profiles.
  3. In the left navigation pane, expand the Shop Profile folder, expand the Options folder, and click CIECA-UDS Import/Export. The Shop Profile - CIECA-UDS Import/Export Options window opens in the right pane.
  4. Do one of the following:
    • If either the CIECA 2.01 or CIECA 2.6 check boxes is selected and there is a path in the corresponding Primary Export Directory field, leave it as is. Go to step 7.
    • If neither CIECA check box is selected, continue with step 5.
  5. Select the CIECA 2.6 check box.
  6. In the Primary Export Directory field for the check box, do one of the following:
    • If there is already a path, leave it as is.
    • If the field is blank, type in a path (for example: C:\SLWIN\EXPORT\2.6).

  7. Select the Enforce Mandatory CIECA Export check box. If prompted to create the directory, click Yes.

    This completes the process to enable EMS export and set your export directory in ShopLink. The system will now automatically create and export EMS files to the export directory when an estimate is committed.

Attach PDF copies of estimates

The Estimate PDF tab in WorkCenter shows a preview of your estimate after you have attached it using the upload utility.

To see a preview of your estimate on the Estimate PDF tab, do the following.

  1. Confirm that you have saved or printed a copy of your estimate as a PDF.

    Write down the location where you saved or printed the PDF copy of your estimate. If necessary, use your estimating system to create a PDF using a PDF printer driver. PDF printer drivers work like other printer drivers with one important difference. With a PDF printer driver you get a PDF when you print instead of a piece of paper.

  2. Go to the Appraisal Assignment page and click Upload Estimate.

    This opens WorkCenter upload utility.

  3. Attach the estimate from your estimating system on the Estimate tab and click Next.

  4. On the Estimate PDF tab, click Browse to go to the location where you saved the PDF copy of your estimate and select it.

    Example

    After you browse to this location, WorkCenter will use this path to upload PDF copies of your estimate files.

  5. Click Next.