Stop sending documents one by one
Bulk document upload lets you select a folder or several documents and let the platform automatically identify which requirements of your active contracts match each one. You just confirm the matches and you're done.
How to upload documents in bulk from the Document library
Go to the "Library" from the side menu.
Mark the documents you want to send using the checkboxes. While a bulk upload is in progress, individual Actions are disabled.
A summary of your selection will appear in the bottom panel. Click "See matches and submit".
Wait while the system looks for matches. You will see how many clients have requirements that match the selected documents.
⚠️ Important: From See details you can expand each document: preview, current status — such as Rejected, Pending upload or Grace period — and the reason for a previous rejection if applicable.
5. Review the results. For each client you will see which requirements match your documents. You can deselect any client you don't want to include in this submission.
6. When you've reviewed everything, click "Submit".
Need help?
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