Knowledgebase

To Do This:

1. Within your Contract or Lead, head to the Documents tab and click the ‘Select Documents to Upload’ button.
2. Select the Documents using the ‘Ctrl’ or ‘Shift’ button on your keyboard. Select ‘Open’.
3. If the documents are all one category, besides the ‘Select All Document Types’ dropdown, select the Type your documents are.
4. Scroll down and select ‘Upload’.
5. Head to the Images tab and click on the ‘Select Images to Upload’ button.
6. Select the Images using the ‘Ctrl’ or ‘Shift’ button on your keyboard. Select ‘Open’.
7. Scroll down and select ‘Upload’.

Thank you for watching our how-to video on How To Choose One Category for a Batch Upload of Documents & Images, for more information and access to our free trial please visit our website https://businesspilot.co.uk