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Use an upload Template
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File Pattern Matching
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Automatic Document Numbering
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Revision Sequence Validation
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Automatic Field Matching
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Configuring
Using 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.