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.
Select the Enforce Mandatory CIECA Import check box. If prompted to create the directory, click Yes.
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.
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.
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.
This opens WorkCenter upload utility.
Attach the estimate from your estimating system on the Estimate tab and click Next.
On the Estimate PDF tab, click Browse to go to the location where you saved the PDF copy of your estimate and select it.
After you browse to this location, WorkCenter will use this path to upload PDF copies of your estimate files.