Record Bulk uploads are a great way to automate record creation! We highly recommend doing this when you are new to Edi and migrating files from another Document Management System.
1. Click the + sign >Import Records
2. Select the Record Category you want to upload > Download the template > Select workspaces you’d like to assign to the records
Note: you need to upload each record category separately.
-
Complete your Template Form > Upload it > and click Submit
Note: Make sure you fill in all required record details in excel, otherwise the bulk upload will be unsuccessful.
-
Wait for Edi to complete upload. You will receive an email when it’s complete.