Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

For CDM customers only, it is possible to profile documents during the upload process. Documents are added to the upload queue either via a drag and drop method into the Upload file dialog, or by using the Browse button link.

...

If files do not need to be profiled, you must click the Profile button and then the Upload button.

NOTE: The system does not know which documents you have manually profiled - so you may either profile each document OR bulk profile all documents.

Once you profile each document, a later bulk profile will not apply to all documents.

IF the only thing to change is the file name, then we best recommend to bulk profile first and then apply any required name changes once uploaded through the via the Edit Document Properties dialog (blue edit arrow.
(For Debby to review and reword)).

Uploading multiple files and profiling in bulk:

...