What is the bulk upload in Tacto?
The bulk upload feature lets you upload and edit several Documents at the same time. This saves you valuable time, keeps your Documents better organized and makes it easier to manage large amounts of data.
How does the bulk upload work?
Upload files efficiently
In the Documents tab, you can upload several files at the same time:
Click "Add new" at the top right.
Select the desired files or drag and drop several Documents directly into the upload window.
💡 Via the small arrow next to "Add new", you will also find the option "Import Metadata" – this lets you import Document information in a structured way via CSV or Excel file (e.g. for large data migrations). This is a separate function and not a replacement for the normal file upload.
Edit Document properties directly during upload
During the upload, you can already adjust important Document properties. To do so, double-click the respective field:
Name
Supplier
Type (Document type)
Valid from
Valid until
To change several Documents at the same time, select the corresponding fields and enter the new information. Tacto Intelligence already pre-fills many fields automatically from the Document content – review these suggestions before saving. If you start the upload from a Supplier profile, the Supplier is already set.
How to know that everything was uploaded correctly
After uploading, you will find all Documents in the Document overview. Use the filter options to find specific Documents faster.