How to Bulk Upload Resources

To add several files to a folder at once, you can use an action called Bulk Upload. 

You can skip to a specific section below:

• Accessing the Bulk Upload action

• Adding information to your Resources

• Uploading your Resources

    

Accessing the Bulk Upload action

When viewing any of your folders, either on your Resources home page or if you're within a Sub-Folder, you can click the More icon to open a dropdown of Folder-related options. 

When you click this, simply look for the Bulk Upload option in the dropdown menu and select it. You can see the Bulk Upload action highlighted below. 

When you're within a folder, you can also use the Add button as a quick way to Add Resources or Folders, as well as utilising the Bulk Upload action. 

Select Bulk Upload from the dropdown menu to select the action and enter the Bulk Upload page. 

Adding information to your Resources

Here, you will fill in details such as a review date, description, and keywords for search purposes. Depending on your platform, you may see two options in regards to the settings:

1. All fields are blank
This indicates that Metadata features have been enabled on your platform and no 'tags' need to be added. Values such as the Name and Resource date; along with any other fields tagged within the Metadata Mapping feature will be automatically populated for each file as they are uploaded. If you add in default values in those fields, then these will apply to all resources once uploaded. 

The information that will appear on Upload is drawn from the resources metadata. 

2. Some fields will have specific 'tags' added 
If you can see the filename text in brackets on your upload page, then you will need to ensure that value remains in the field to automatically extract that information on upload (ie don't delete it). This applies to all the tags that appear on the page (see below). 

If you wish to override the Uploaded file names, you can either add a name or date for all resources, or edit them individually. 

Images will automatically have metadata tags (pictured above) applied by default so you can easily extract any information already available in the files.

Note: If you remove '[filename]' from the Name field within the Details section at the top of the page, the uploaded Resource names will not automatically appear.  

Uploading your Resources

Once you've added any details that need to apply to all Resources, click on Select Files to select the files you wish to upload in bulk. If you are using a recent browser, you can also ‘drag and drop’ files into the upload list. 

The files you select will then appear in the ‘Upload List’ section (pictured above); where you can customize the metadata and settings for each file individually. In order to alter the file options users will need to click the ‘➤’ button located next to the files title.

Files can also be removed from the upload list by clicking on the bin icon.

The Bulk Upload tool now allows users to upload up to 250 files at once. 

Once you are finished selecting files simply click the ‘Save’ button and your bulk upload will begin. 

*Note that the name given to modules, features and information items may vary in your platform as they can be customized by Main Admin users.