You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 14 Current »
An upload Template fills in the metadata fields when selected during the file upload phase.
1. Upload a document by dragging and dropping it or browse and attach.
2. Click Bulk Edit.
3. Fill in the information for the User Fields as needed for the template you'd like to save.
4. Click Save as Upload Template.
5. Give the template a name.
6. If you would like to overwrite an existing template tick the checkbox and select the template to overwrite.
7. Select who can apply the Template.
8. Select whether zipped files should always be unzipped.
9. Click Save.
1. Upload your documents.
2. Then click Bulk Edit.
3. And select the upload Template you want to apply.
4. Then select: