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How to bulk upload documents and bulk assign purpose and type
How to bulk upload documents and bulk assign purpose and type
Updated over 4 months ago

When uploading multiple documents of the same type you can follow the steps below to bulk upload the documents and assign a document type and purpose.

  1. Select upload from my computer

  2. Select shift and select multiple documents, click upload

  3. If all of the documents are of the same purpose or type select one option, in this example we will select financial documents

  4. Select apply all to apply this to all documentsAs seen below all documents are now marked as financial documents

  5. The same process can also be applied to the document type

  6. Click save to upload the documents

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