How to Batch Upload Documents

PERMISSION NEEDED: "CAN ADD NEW CONTROLLED FILES"

(An additional permission: "CAN ADD FILES" needs to be granted at the document category level in which documents are being batch uploaded to)

1. Log into ZenQMS. Click on the Documents Module tab on the left-hand side.  Select "Documents: Full Table" from the drop down:

2. Click on the . A modal box will pop up so you can select the settings for the document, which is exactly the same settings that you choose when adding a single document with the only exception being, you will upload multiple documents:

NOTE: Keep in mind when batch uploading all documents must fall under the same category and the source file name will be used to populate the document name.  All batch uploaded documents will bypass the workflow set for the category you are uploading the documents under. A signature is required to upload the documents which serves as the approval.  So if you need the documents to go through the workflow process, you will not want to use the batch upload function. Also, documents with historical effective dates cannot be uploaded using the batch upload function