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Bulk editing options for files uploaded to the contact documents tab
Bulk editing options for files uploaded to the contact documents tab
Updated over 3 years ago

Edit all the rows shown in the upload page to save all the files to the same folder, or add the same tags to the files.

  1. Add the files to the 'upload documents' page using the steps above.

  2. Check the multi-select box in the bottom left corner of the page.

  3. The multi update files row is shown at the end of the list of files to be uploaded. Edit the common file details by Folder - Click the folder field and select which location the files should be saved to in Synergy. Tags - Type the tags to be added to the files shown. When multiple tags need to be added, separate the tags with a comma.

  4. Click the 'update selected rows' button (on the right side) to apply the changes.

  5. When ready click the 'upload' button to import the files to Synergy.

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