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.

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  2. Select the transactions where you would like the document uploaded:

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  3. Select all the transactions, then upload the document via Documents > Upload Document:

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  4. Add an approval so that the workflow can be executed:

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  5. Review the items to make sure everything looks correct, then execute the workflow to finalize it.

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  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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