Bulk Upload - Mandatory Document Types

The below article is relating to the bulk upload - Mandatory Document Types which can be found by going to Administration -> Company -> Bulk Upload.

The Mandatory Document Types Bulk Upload can be found within the Non Core Data section:

This bulk upload allows you to add new Mandatory Document Types to the system.

When you load the page the most important parts relating to bulk upload are at the top of the page:

CSV file to upload

This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.

Download help file and instructions

This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.

Download CSV Model

The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.

 

Editing your CSV:

When you download your sample CSV file it will look like this:

There's only one field in this bulk upload:

Name: Simply the name of the new document type. This field can contain numbers and/or letters and as it's the only field in the upload it is Mandatory.