Bulk Uploading Supporting Documents
Overview
The bulk upload feature allows you to efficiently upload multiple supporting documents to various instruments at once. This guide explains the step-by-step process, available options, and troubleshooting tips.
Options:
Allocate to All Selected Instruments: All uploaded documents will be attached to each selected instrument.
Auto-Match by File Name: The system matches uploaded files to instruments based on file names (the file name should match the instrument reference).
Auto-Match by CRM: coming soon