Using workflow to mass upload a document

Using the following steps, you can mass upload a document to multiple holding pages at once.

  1. Create a workflow and select the type of issuance that the document will be uploaded to. Note: It may be necessary to create separate workflows if you’d like to upload the document to various issuances. E.g. common issuances and option grants.
  2. Select the transactions where you would like the document uploaded:
  3. Select all the transactions, then upload the document via Documents > Upload Document:
  4. Add an approval so that the workflow can be executed:
  5. Review the items to make sure everything looks correct, then execute the workflow to finalize it.
  6. The items can be approved following the steps here. Once approved, the document will be uploaded to the holding pages of each transaction in the workflow.

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