- Use an upload Template
- File Pattern Matching
- Automatic Document Numbering
- Revision Sequence Validation
- Automatic Field Matching
- Configuring
Using an upload Template
What is an Upload Template?
An upload Template lets you fill out the metadata for a document or Documents with a saved template of values for the configure Fields on the Upload page.
To apply the values in a template you select the document and apply the saved template
How to Create an Upload Template
- 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 be unzipped
- Click Save
How to use an Upload template
To use a saved Upload Template
- 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.