Bulk Profile documents on manual upload

For CDM customers only.

It is possible to bulk 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.

Once files have been added to the queue, it is possible to profile the files to add metadata prior to upload.

Files can be profiled one at a time by clicking the blue edit arrow displayed in the Status column, OR

they can be profiled in bulk by using the Profile button.

The system will now also prefill the metadata values into Document Custom fields, which are picked up from the Document Category templates.

If there are no mandatory custom fields and files do not need to be profiled, you can click the Upload button.

Open

NOTE: If you profile each document, a subsequent bulk profile will not apply to all documents.

IF the only field required to be changed is the file name, then we best recommend to bulk profile first and then apply any required name changes once uploaded via the Edit Document Properties dialog (blue edit arrow).

Uploading multiple files and profiling in bulk:

If files require profiling, you may either profile all documents in the upload queue in bulk, OR, you may profile each document individually. This topic looks at profiling files in bulk.

1. Select the required files to be added to the Upload queue

2. Click the Profile button

   Open

   

3. The Set Default Profile dialog will then display as follows. Notice that the filename cannot display due to multiple files being uploaded:

4. Add the required metadata fields which will then be applied to ALL documents in the upload queue. Metadata fields that can be applied are as follows:

   1. Category

   2. Matter

   3. Revision

   4. Status

   5. Custom fields

5. Click the Upload button

6. The documents will be uploaded into the nominated folder and will be profiled with identical metadata.

Uploading multiple files and profiling individually

You may profile each document individually as follows:

1. Select the required files to be added to the Upload queue

2. Click the blue edit arrow for each file you wish to profile

3. The Profile dialog will then display as follows:

4. Add the required metadata fields for the document and then click the Apply button.

   1. Category

   2. Matter

   3. Revision

   4. Status

   5. Custom fields

5. The Upload files dialog will then re-display allowing you to profile another file individually.

6. When you have profiled all required documents, click the Upload button to complete the upload.

7. The documents will be uploaded into the nominated folder and will be profiled with metadata individually.

Uploading files without profiling:

If there are no mandatory custom fields and the files do not require profiling please perform the following:

1. Select the required files to be added to the Upload queue

2. Click the Upload button

3. The files will be immediately uploaded to the nominated folder without being profiled with metadata.

4. Click the Close button to close the dialog.

Note: If there are mandatory custom fields set then the Upload button will be greyed out and the user must Profile the document(s) either individually using the blue arrow or in bulk using the Profile button: