!!! UNDER CONSTRUCTION !!!
IN REVIT
Export CAD files. Save in C:\_plots, Use Naming: Automatic - Short, and untick Export views on sheets and links as external references.
Export schedule Z_RenameDWGlist to same folder.
Export schedule Z_Newforma to same folder.
IN WINDOWS EXPLORER
Rename CAD files (double click on !RenameRevitDWG.BAT)
Copy CAD files and Z_Newforma.txt to Newforma folder where documents live (generally <projectpath>\00 NEWFORMA\00 Drawings)
IN EXCEL
Open an exported Excel from Newforma. (to create one in Newforma at left in Tasks column Utilities > Export Spreadsheet)
Delete all entries, leave all headers.
Place Revit schedule export via Data > from Text.
Add column to left of <number> column. Format as General.
Use formula =cell & "-CAD" (e.g. =B4 & "-CAD") - check numbers in <number> column, leading zeros may have been dropped.
Copy down (Ctrl + D)
Highlight all entries, Copyclip.
Paste over top of original entries with Paste Values.
Delete column created.
Delete headers and title rows from Revit import.
Make sure </record document table> row at bottom is not there (delete if it is)
Save.
IN NEWFORMA
ADD DOCUMENT ENTRIES
Go to Document Control page.
Select All Record Documents in Select View column.
At left in Tasks column Utilities > Import Spreadsheet.
If error message appears fix and repeat.
ASSOCIATE FILES WITH DOCUMENTS
At left in Tasks column Add Revisions From Files
At top use Add Files... button to add CAD files
Use filter in bottom list to filter for Number containing CAD.
Drag each file from top box on top of corresponding document entry in bottom box.
Tick the ones you have updated.
Hit Add button.
Check new documents are in document list - those with CAD file will show an Autocad icon.
done!