Using the Bulk Loader

Bulk Load New Containers and Documents
The attached sheet has a list of the bare-bones, mandatory fields required to add a new contract container to your system as well as a few example rows. ...
Tue, Feb 16, 2021 at 9:48 AM
Retrieve Bulk Loader Headings
To Retrieve Bulk Loader Headings from the bulk loader:  Go to: Menu – Download Template:  Name the file and save, keeping it in .csv f...
Tue, Jan 19, 2021 at 10:19 AM
Find Document Paths via Command Prompt
How to retrieve document paths using the command prompt: To bring up the command prompt, you can use your computer's Search function to search through ...
Tue, Jan 19, 2021 at 10:36 AM
Find Document Paths via Google Chrome
Find the folder in Windows/File Explorer that contains your files for uploading Click into the Windows/File Explorer toolbar to copy the full folder pat...
Tue, Jan 19, 2021 at 2:46 PM
Change Workflow/Stages with the Bulk Loader
Whether you need to delete a stage or simply update your contracts to a new workflow, you will need to use the bulk loader to do so. Let’s say we are maki...
Fri, Dec 11, 2020 at 5:12 PM
Relate Contracts with the Bulk Loader
This is a new feature where you can now use the Bulk Loader to update existing contracts with their Related Contracts on the Summary Tab. Bulk Load...
Tue, Jan 19, 2021 at 3:07 PM
Edit a Field Type Without Losing Data
So say you've got your system set up and ready to go but realize all too late that the field you made a single-line isn't big enough and would hav...
Tue, Jan 19, 2021 at 3:13 PM