12.5.1.3.1 Uploading Multiple Documents (Mass Upload)

Uploading and creating new documents is faster with the mass document upload feature. By only clicking one button, users can upload several documents at once.

*Ensure that you have the necessary Write or Delete permission on the object to access this option.

Users can take advantage of this feature two ways:

First Method: Right-clicking on a Document Folder in the Tree

1. Navigate to the desired document folder in the tree. Right click on the folder and select “Upload Documents” to upload multiple documents. Learn more about uploading folders here.

2. Select the documents you want to upload to that folder.

3. A progress window will appear at the bottom right corner, showing the upload progress. Users can continue working while the upload is in progress by minimizing the upload window. Once the upload is complete, users can close the window.

*If a document upload fails, the corresponding row will be highlighted in red instead of green.

4. The folder now contains all the uploaded documents.

Second Method: New Button in Details

1. Navigate to the Details page of a document set or folder.
2. Click the ‘New’ button and select the desired action.

3. Repeat the steps 2 to 4 from the first method.