How to import a list of Category created from previous working file to a new file?

To reduce hassle, avoid repeatedly creating the same category names before starting your measurements on new drawing. Instead, import the list of category names by inserting the previous working file into your new file. This will help boost your efficiency.

Steps:

  1. Open your new working file in PlanForm.
  2. Navigate to the ‘Organize’ feature in the toolbar.
  3. Select ‘Insert Page’ from the drop-down menu.
  4. In the File Path dialog box, locate and choose your previous working file (containing the full list of category names).
  5. Click ‘Insert’ to import the category names into your new file.
  6. (Optional) Delete the inserted page afterward to keep your file clean.

This method saves time by reusing existing category names, improving efficiency.


Animated Demonstration

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