Objective
Explain the step-by-step process for using the multiple-file bulk uploader, which facilitates uploading, intelligent assignment, and configuration of documents for multiple collaborators in a single flow, optimizing administrative processing times.
Scope / Preliminary considerations
Allowed formats:Mainly filesPDF(recommended for signing). It also supports common image formats (JPG, PNG).
Upload limit:The system allows uploading up to500 filessimultaneously.
Maximum size:Each file must not exceed20 MB.
Step by step
The new bulk importer operates using a guided flow of4 stagesdesigned to reduce manual errors.
To get started, go to:Administration > Importers > Document Importers(or from the moduleDocuments > Bulk import).
1. Step 1: Upload
In this stage you must select the documents you want to upload to the platform.
Action:Drag the files directly into the upload box or click on"Select files"to browse for them on your device.
Validation:You will see a list of uploaded files with their size. If a file exceeds the limit, the system will mark it in red before proceeding.
2. Step 2: Assign
The system will perform asmart "Match"to pair each file with the corresponding collaborator.
Automatic assignment:The system reads the file name. If it contains theRUT/DNIor theFull Nameas it appears in Buk, the assignment will be automatic.
Manual assignment:If the system does not identify the collaborator (marked as "Not found"), use the built-in search in the "Collaborator" column to type their name and select them.
Security alert:You will not be able to proceed to the next step if there are documents without an assigned owner, ensuring that no document remains "orphaned".
3. Step 3: Configure
Define the properties that all documents in this upload will have.
-
Fields to configure:
Destination folder:Select which folder in the collaborator's profile it will be saved to (e.g., Contracts, Annexes, Others).
Document type:Define the legal/administrative category.
Document name:You can keep the original file name or define a new one for all (with automatic prefixes).
Electronic signature:Indicates whether the document requires a signing flow. If you select "Yes", theSignature Template.
4. Step 4: Import
Confirmation and execution of the process.
Progress:You will see a real-time progress bar indicating the percentage of documents processed.
-
Final summary:At the end, the system will provide you with a summary of:
Successful imports:Files now available in the profiles.
Errors:Details of files that failed (e.g., due to connection loss or corrupt format).
Error report:You can download an Excel file with the details of the errors to correct and retry only those cases.
💡 Still have questions?
If this article does not fully answer your question or you need support for a specific case, our team is available through the support channels.
Chat | Phone | Email
🎓Interested in getting certified in Buk?
We invite you to take a course of your choice on Buk Academy, where you'll find guided content to deepen your platform skills and strengthen your knowledge.
🤖 This article was translated using artificial intelligence. View original article.