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Update document metadata in bulk

Use an Excel template to update metadata fields for multiple documents without uploading replacement files.

Follow this process to update the information for multiple documents in your organization's Document Register. Updating a document creates a new current version. Previous versions are saved automatically and remain accessible in Aconex.

If your project uses secondary files, known as renditions, the existing primary and secondary files from the current version of the document will automatically carry forward to the new version.

Before you start

Before updating, refresh your Document Register to see the latest documents.

  1. Click Documents from the top navigation menu and select Document Register.
  2. Click Clear all filters, then click Search.

Update metadata in bulk

  1. From the top navigation click Documents and select Add or Update Documents.
  2. Choose Update metadata only.
  3. Click Download Template.

Tip!

If you see different menu options or your screen looks different, you may be using an previous upload method. We recommend you switch to the new enhanced upload.
  1. Open the template in Excel and populate the fields as required. Note: fields in bold are mandatory and must be filled. Learn more about filling in the Excel template.
  1. Upload the completed Excel template by selecting the file or dragging it into the upload area.
  2. Click Continue.
  1. You'll see a preview of the documents you are updating. Review and make any changes as required.

    Note: If a row contains no metadata changes, Aconex will ask you to remove it. Select See detail to identify the unchanged rows. Then, remove them from the spreadsheet, and upload the template again. Alternatively, enter the intended metadata changes for those rows.
     
  2. Click Update to finish updating the documents.

Tip!

You'll see a prompt that your documents have been updated in your organization's Document Register. You can transmit them to other organizations so they can access them too.

What's next?

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