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OST - 03.08 Use Auto Name to Speed Up Bid Setup

Views: 1031 Last Updated: 06/13/2024 08:14 am 0 Rating/ 5 Voters
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We developed an Auto Name tool that provides fast and accurate results. No need to use another app to rename your pages or spend hours renaming them manually; let OST do it for you in seconds. Our Auto Name feature helps you get your project setup in no time. After you load your plans (see the previous articles for the different ways to add plans), use Auto Name to scan your plans to extract Sheet Name and Sheet Number.


If you used previous versions of On-Screen Takeoff's Autonaming tool, we encourage you to try our all-new Auto Name tool (available in version and higher); we are certain you will be delighted by the performance and results.

Auto Name is only accessible to users under a current maintenance subscription. To renew your maintenance, contact your Customer Success Manager.

Auto Name is a two step process: first, you tell Auto Name where to look for the Sheet Name and Number on your plans. Then you run Auto Name which does everything else for you.


You must be under a current Maintenance Subscription to run Auto Name. If you have allowed your Subscription to lapse, please contact our Client Services at 866-426-2447 to renew today!

You must have an active, high-speed Internet connection to use this feature (plans are uploaded to our cloud, analyzed, and then a data file is downloaded to On-Screen Takeoff that contains updated Sheet Numbers and Sheet Names). Please see Related articles for information on ensuring your Firewall is set up to allow this communication with the "Cloud".

Select Pages

Open the Cover Sheet for the Bid (if it's not already or still open).

Note the current Sheet Numbers and Names - based on the Image File name...

OST Cover Sheet showing original Sheet No. and Sheet Names and the Auto Name panel not visible

Click the Auto Name button at the bottom of the dialog box; the Auto Name panel displays and a "Status" column is added to the Plan Organizer grid. (If no Page(s) is selected (clicked on/highlighted) in the grid, the panel is disabled.)

cover sheet before showing the auto name panel

Next, we're going to tell Auto Name where to look on each plan for its Sheet No. (optional) and Sheet Name. First, though, we have to make an educated guess and try to figure out which Pages' plans would have the have their Sheet No. and Sheet Name in the same relative location on each plan.

Select those Pages, or use Page Folders to put them in a folder (see Related Articles for details).

Page Folders - Tip
When you use Page Folders, you can select the folder instead of the Pages inside the folder. Auto Name assumes that all Pages in a folder will be formatted the same so you set the Sheet No. and Sheet Name at the folder-level, rather than per-page.

If you organize your Pages into Folders, you define the reference location for all the Pages in that folder. If there are Pages in that folder that have Sheet Number or Name locations that don't match the others, move them out of the folder - Auto Name will not process them.

You must select Pages of the same Size - Auto Name uses the defined location for all the selected Pages based on the coordinates of the first Page, if any of the Pages are smaller or larger, Auto Name will not process them.

Define Sheet No. and Sheet Name Locations

Once you have one or more Pages selected, click the OST Cover Sheet Set Sheet No. and Sheet Name Location button.

OST Cover Sheet showing Set Sheet No. and Name button active

A preview of the plan opens with two boxes in the bottom right corner (they are similar in function to the editing Rectangle Annotations) labeled "Sheet No." and "Sheet Name".

You'll resize and move these boxes to define where Auto Name should look for the Sheet No. and Sheet Name on the plan.

Auto Name - Set No. and Name location on page - default view

First, you'll probably need to pan and zoom to locate the Sheet No. and Sheet Name in the title block. You can use the buttons at the top of the screen or the normal keyboard shortcuts to manipulate the plan view.

Next, drag the boxes to their appropriate location and resize them. Here's an example from our plan set...

Auto Name - Set No. and Name location on page - locations set

Here's another example of placement of the location boxes from a different plan set...

Auto Name - Set No. and Name location on page - locations set (Example 2)


Make the boxes (especially the Sheet Name box) big enough to accommodate Numbers and Names that are longer than what is shown on this plan. Don't just cover the current Sheet Name, cover the entire "field" that can be used for Sheet Name. Same for Sheet No.

These location boxes allow Auto Name to "ignore" the rest of the plan when trying to determine the Sheet No. and Sheet Name and these regions are used for all the Pages you selected in the Plan Organizer.

When you have set the Sheet No. and Sheet Name locations, click the OK button at the top of the dialog box.

This returns you to the Cover Sheet. Notice the Status column displays "Ready" for the Pages for which you've set Sheet No. and Sheet Name Location.

"Ready" only indicates that you have opened the Set Location dialog box for these Pages and then clicked OK, this does not mean the location is correct - that's up to you to ensure you've defined the locations correctly.

OST Cover Sheet showing Auto Name reference location set for several pages and Run Auto Name button active

If you need to adjust the Sheet No. or Sheet Name for one or two Pages (after setting location for some/all of the Pages in the Plan Organizer), you must select those Pages and click the Auto Name Reset button before editing/updating the location boxes. If you don't Reset individual Page, Auto Name will update the location for all Pages in "Ready" status.

Run Auto Name and Check Progress

Click the Run Auto Name button, a notification displays...

Auto Name - you can work in this project or any other while Auto Name processes Pages

While Auto Name is processing this project's plans, you can work it in it or any other project in On-Screen Takeoff.

Each Page's Status updates from Ready to Processing and then to Completed, as it is processed by Auto Name.

OST Cover Sheet - Auto Name progress indicator - Status updates as Pages are processed

Click the Stop Auto Name button to interrupt processing. Pages whose Sheet No. and Names are already updated remain updated.

As each plan is processed, the Page's Sheet No. and Sheet Name update immediately and its Status is set to Completed. 

OST Cover Sheet - Auto Name Complete and Page numbers updated

You can close the project's Cover Sheet anytime and monitor progress on the status bar...

OST status bar showing Auto Name progress

Bad Results?
Auto Name relies on the user to tell it where to find the Sheet No. and Sheet Name on one or more Pages. Setting the Location properly is what allows Auto Name to run quickly and with high accuracy. Please review the FAQ OST - Why is Auto Name Returning Bad Results? if you aren't getting back the results you expect from Auto Name.

 Duplicating an Existing Page in Your Project Copying and Pasting Bids from One Database to Another 

Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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