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.
- Select upload from my computer
- Select shift and select multiple documents, click upload
- If all of the documents are of the same purpose or type select one option, in this example we will select financial documents
- Select apply all to apply this to all documentsAs seen below all documents are now marked as financial documents
- The same process can also be applied to the document type
- Click save to upload the documents
Comments
Please sign in to leave a comment.