Allow Quick Selection of Categories When Assigning or Uploading Docs

This power user feature makes assigning doc categories lightning fast. When bulk uploading, the initial category selected is automatically applied to all docs.

How to Bulk-select Categories

  1. Upload your docs to Unassigned docs or directly into a Transaction. Learn more here: Assign a Doc to a Transaction ➞ and how to upload docs into Paperless Pipeline here: Upload a Doc ➞
  2. Confirm or update the proposed doc name and select an appropriate permission category for the top document. The category selected will automatically apply to all docs.
  3. If any of the subsequent docs need to have a different permission category, select them individually.
  4. Click [Upolad] or [Assign Docs] to complete the process.