You can easily drag and drop dozens of COIs to migrate them in bulk into the bcs system.
The bulk import feature allows you to drag and drop dozens of COIs at a time. Here's how.
1. Click on "Bulk Import"
You can do that in both Tenants and Vendors (you may have these labelled these as something different). Simply click on "bulk import.
2. The system will process the COIs
The system will process the documents and alert you when it's ready for next steps
3. You will be notified when the documents are ready for the next step
Pay attention to the notification bell, this will alert you when the bulk import is ready for next steps.
4. Select the records you wish to associate each COI with
You'll be prompted to select the company and the compliance assignment you wish to associate the document to. If you leave any of them blank, the next step will be to create a record you want to associate to the document.
You can also select "ignore" if you the attachment was attached by error.
Hover over the document icon to glance at the attachment in case you can't remember the record it belongs to.
