How do I bulk upload files and assign metadata to them?

  • Created : 12/9/2020 7:25:20 AM
  • Updated : 12/2/2021 8:30:47 AM
    • You will be able to generate and assign metadata to a file if document codification is turned on for that library 
    • When you click on the 'Upload' button, you will have an option to 'Choose files' or a 'Folder' containing multiple files
    • Choose all the required files that need to be uploaded
    • Once the files are uploaded, you will see options to fill in the required metadata

    • When you save and check in, Fulcrum+ will automatically generate a document ID (the number at the end of the document code) in sequence, based on the metadata chosen 
    • The same metadata can be copied to the other files by clicking on the copy icon and the paste icon

    • You can also choose to override this automatically generated sequence and enter your own number to be assigned to the document code for each file