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- Upload a document by dragging and dropping it or browse and attach
- Click Bulk Edit
- Fill in the information for the User Fields as needed for the template you'd like to save
- Click Save Upload Template
- Give the template a name
- If you would like overwrite an existing template tick the checkbox and select the template to overwrite
- Select who can apply the Template
- Select whether zipped files should also always be unzipped
- Click Save
How to use an Upload template
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- Upload your documents
- Then click Bulk Edit
- And select the upload Template you want to apply
- Then select;
- Apply to Selected - Will apply the template values to the selected documents ONLY
- Apply to All Documents - Will apply the template values to all the documents on the upload page.
