Uploading Documents in Bulk

To upload multiple documents to InEight Document using Bulk Upload:

  1. From the Document Register click Bulk Upload.

  1. By default, 2 rows of empty document attributes are displayed.

  1. Click Add Files in Bulk and select the view files you want to upload, click Open.

  2. Each file is listed in a separate row.

  3. Against the first document (first row), enter the Document details (Document No. Revision, Status etc.).

  4. If the remaining documents being uploaded have similar attributes, select the first row then Copy Attributes.

  1. Select the appropriate action from the list. All will copy all attributes or select a specific attribute to copy. Choose from the options to copy the attributes to previous or next rows. Copy to next N rows you will be prompted to enter the number of rows to copy to.

  2. Edit the copied data against each row.

  3. Click Validate to ensure the information entered meets the required business rules.

  4. Click Save and Yes if you want to transmit the documents just uploaded or No if you want to save and return to the Document Register.