Bulk uploading saves time when you need to add multiple documents to a folder at once. You can use drag and drop or file browser to select your files, and optionally enter metadata before creating the documents.

Bulk uploading works the same way across all document areas in Kivo, including regulatory, clinical, TMF, quality control, and corporate documents. This feature allows you to upload multiple files simultaneously and organize them as document cards within a folder.

Navigate to the folder where you want to upload documents. If you have edit access on the folder, you will see a plus icon (+). This icon indicates you have permission to upload documents.

If you do not see the plus icon, you lack the required edit permissions. Contact a workspace manager to request access to the folder.

Click the plus icon (+). Select Upload.

Choose one of these methods to add files:

Each file you selected appears as a separate document card. If your folder requires metadata to be completed before uploading, you will see metadata fields next to each card.

If metadata fields are visible, fill in the required information for each document. Skip this step if your folder does not require metadata.

If you have the same document in multiple formats, such as a Word file and a PDF, you can attach both files to a single document card. Select the files that belong together, for example report.docx and report.pdf, and they will be grouped as one document with multiple attachments.

Once all metadata is complete and files are organized, click Create Documents or Create [X] Documents. All your files will be created as document cards in the folder.

If the documents you are uploadeing are already approved and should be brought immediately to an effective state, see Bypass Workflow.