Uploading Documents in Bulk


Easily upload lots of documents using the bulk upload feature.

Upload documents in bulk

  1. To upload documents in bulk, click the Add icon, and then select Bulk items.

    Plus icon drop down menu location to upload bulk document

    The Bulk upload dialog box opens.

  2. In the Bulk upload dialog box, click the Add files icon in the Files column. The Upload file dialog box opens.

  3. Drag and drop files for the document entry into the Upload file dialog box. You can upload multiple files for each document if they are of different file formats. After all files are added, click Upload.

  4. Complete the required fields and the applicable optional fields.

    • Select the Superseded revision check box if you want to upload all previous versions of the files.

    • Select the Carry forward view files from the previous status check box if you are uploading to an existing document number and want Document to carry forward the same file when the status is changed. Existing files are not carried over if a new file has been attached to the document.

  5. Repeat steps 2-4 as needed. If you need additional grid lines, click the Add rows icon.

    If the documents being uploaded have similar details as a other documents, you can select the previous document, click the Copy attributes, and then select which details you want to copy to each row.

    Copy attributes for uploaded documents window

  6. Click Validate to check that all fields have been completed and details are correct.

    Validate fields for uploaded documents

  7. Click Save.

    • Click Yes to create a transmittal for the saved documents.

    • Click No to return to the Documents Register.

  • If you select a document in the Register before selecting Bulk upload, the details of that document will be displayed in a row. You can edit the details as needed.
  • If you’re uploading revised documents, select the documents in the Register before selecting Bulk upload. You can edit the revision number and attach new files.
  • If you click Validate and there is an error, the incorrect fields will be displayed in red so you can edit them as required.
  • To delete a row, select the document and click the cross icon.
  • Click Get Attributes to retrieve document details from previous revisions already uploaded to the Register.
  • If the Enable OCR PDF's on document upload project setting has been enabled, a batch process runs every 15 minutes and automatically applies optical character recognition (OCR) to PDF files.