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July 21st, 2011 by Gwynne Monahan

#cliotraining Tip: Multiple (Batch) Document Uploading

Yes. That’s right! Gone are the days of tediously uploading documents one by one. Instead, you can upload multiple documents or batches, in one of two ways:

1. “Add files” button.
2. Drag and drop.

The “Add files” button lets you upload more than one file at a time. Here’s how:

1. Click the “Add” button to reveal the “Add files” button.
2. Click the “Add Files” button.
3. Highlight all the documents you want to upload by holding down the Command key (Mac), or the Control key (Windows), and then clicking on the documents.
4. Hit ENTER, or click “Open” to upload them.
5. Select the category for each document.
6. Click DONE.

And viola! Just six steps for a batch of documents instead of six steps per document.

The “Add file” button is great if you know where all your files are, but perhaps you have files strewn across your desktop but visually know what’s what. Or maybe you just want to “drag and drop” files like you normally would if moving them from folder to folder on your desktop. No problem. You can “upload” files that way too!

It is important to note, though, that “drag and drop” functionality is not supported by any version of Internet Explorer. Yet.

To use the “Drag and Drop” method, do the following:

1. Click the “Add” button to open the “Drag and Drop” option.
2. Highlight the files from your desktop that you want to move.
3. Grab them and drag them into the gray box that says “Drag files here.”
4. Let go of the files.

Viola, the files appear! You can fill in Reference information, and assign a Category. When you’re ready, click “Upload.” Repeat as necessary, and hit DONE.

Got a tip to share? Let us know. We’d love to hear them!