How do I bulk import .csv metadata when uploading files?

When uploading a large quantity of documents to the CDE, you may save time filling out metadata that isn't retrievable from the naming convention (eg: descriptions, statuses, revision numbers). To save time this can be done in bulk by following the steps below.

Step 1

• To begin, upload your files to the folder as normal. Click Save instead of 'Save and Edit Metadata' in order to return to the upload space. This will mean the files only have metadata retrieved from the file name (originator, level, etc).

Step 2

• Click Actions then Import

Step 3

• Download CSV Template
• Complete required metadata
• Save CSV Template

Note: you can update 1,000 documents at most on one csv.

Step 4

From the Import page in step 2

• Browse for the CSV template file
• Click "Import"

Step 5

• Select files and start relevant workflow

Issues

• If the import fails due to errors, download the error csv file for details on the incorrect files.
• If there are further issues, please submit a ticket to our support team & send us that error file & the location your files have been uploaded into https://support.amodal.co.uk/support/tickets/new