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
- 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 ➞
- 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.
- If any of the subsequent docs need to have a different permission category, select them individually.
- Click [Upolad] or [Assign Docs] to complete the process.