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 Import button from within the Record Directory
2. Select the Record Category to which you wish to import records by clicking the dropdown arrow.
Note: you need to upload records for each record category separately.
3. Download the corresponding Excel template of the Record Category and click Continue
4. 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.
5. Wait for Edi to complete upload and press Close. You will receive an email when the upload has been completed.