Introducing the new enhanced upload

The enhanced upload is built on a modern technology platform that delivers improvements and new capabilities. The following enhancements are available today:

• Renditions: Attach secondary files to a document so that different file formats can be stored together in a single record.
• Project-wide file naming convention: Project Admins can define a naming convention for all newly registered or updated files. This reduces manual renaming, improves consistency across the project, and saves time.
• Reusable upload templates: Upload templates can be used across any available upload flow. For example, a template downloaded from Bulk Processing can also be used in the Update Metadata Only flow.
• Single-sheet or multi-sheet templates: Project Admins can choose whether their project uses single-sheet or multi-sheet metadata templates.
• Faster bulk document updates: Select up to 5,000 documents from the document register and download a pre-filled template containing the required metadata. Update the template and upload it to apply changes quickly.

Using the new enhanced upload

You'll see new options under the Documents menu with new-look flows to add documents and placeholders. The new bulk processing (introduced in November 2025) is only available from this updated menu.

Click Add or Update Documents to:

• Upload new documents
• Update files for existing documents
• Update document metadata in bulk

Click Add or Update Placeholders to:

• Register new placeholder documents
• Update placeholder metadata

Click Start a Bulk Process to upload or update over 100 documents using the new bulk processing.

You'll also see a new-look flow when selecting documents from the Document Register and updating them.

Can I switch back to the old method?

You'll be able to switch back to your previously used method for a limited time, until the previous methods are retired.

• If you previously used classic upload, you'll be able to switch between classic upload and the new enhanced upload.
• If you previously used the new upload, you'll be able to switch between the new upload and the new enhanced upload.

Note: the new bulk processing option is only available from the new enhanced upload.

When will other options be retired?

All other upload flows (classic upload, new upload, and classic bulk processing) are planned to be retired by end of 2026. Make sure you subscribe to release notes to keep informed about these changes.