Upload Hundreds of Engineering Documents in Minutes

Upload, classify, number, and route multiple documents simultaneously—with full control over metadata, workflows, and numbering standards.

Video placeholder: Bulk Document Upload
What Does It Do
Multiple Document Addition FILE DOCUMENT NUMBER PROPERTY SET WORKFLOW PID-2201.pdf VBC-PID-2201 Drawings Review GA-1104.dwg Drawings Review SPEC-0310.docx VBC-SP-0310 Specifications Approval CAL-0412.xlsx Uploading 18 of 24 75%

Onboard large document batches in one pass

Enables seamless bulk document onboarding through an intelligent interface designed specifically for engineering and construction workflows.

  • Upload multiple documents in a single operation
  • Assign metadata using predefined property sets
  • Automatically generate document numbers based on templates
  • Apply workflows and approval processes instantly
  • Organize documents into structured project folders (Genealogy)

Bulk upload is especially useful when large volumes of documents are received simultaneously, allowing document controllers to process them efficiently in one go .

Key Capabilities

Key Capabilities

Metadata, numbering, folder placement and workflows are set during the upload itself, not added file by file afterwards.

Multiple Document Addition PID-2201.pdf +124 files Edit metadata Upload

Centralized Bulk Upload Interface

  • Access via a simple “Multiple Document Addition” window
  • Upload hundreds of files in one session
  • Edit metadata directly within a grid view
GENEALOGY Vortex Business Centre PROJECT Piping DISCIPLINE Isometrics DOC TYPE Civil 24 files

Structured Document Organization (Genealogy)

  • Upload documents into predefined folder structures
  • Maintain project-specific hierarchy and classification
  • Ensure consistency across all teams
ATTRIBUTES Auto-filled Discipline Piping Document type Isometric drawing Revision A PROPERTY SET Piping drawings Piping drawings Vendor data + New template

Smart Property Sets (Metadata Templates)

  • Create reusable property templates
  • Auto-fill document attributes based on project requirements
  • Edit or customize properties on the fly
NUMBERING Unique per file Single number Use file name PREVIEW VBC-PIP-0001 VBC-PIP-0002 VBC-PIP-0003 Unique

Flexible Document Numbering

  • Choose from multiple numbering strategies:
    • Auto-generate unique numbers for each file
    • Assign a single number to multiple documents
    • Use file names as document numbers
  • Ensures compliance with client and project numbering standards
Batch · 24 files Immediately after upload WORKFLOW IFC review Reviewer RK SM Approver AN Auto-start On

Automated Workflow Assignment

  • Assign approval workflows during upload
  • Define reviewers, approvers, and stakeholders
  • Auto-start workflows immediately after upload
GRID VIEW Validate all FILE DOC NO. DISCIPLINE REV PID-2201.pdf VBC-2201 Piping B GA-1104.dwg VBC-1104 Civil A Missing metadata

Editable Grid-Based Upload Management

  • View all selected files in a structured grid
  • Modify metadata before final upload
  • Validate and correct data in bulk
Upload successful 24 documents added Open in project folder

One-Click Upload Execution

  • Finalize and upload documents instantly
  • System validates and confirms successful upload
  • Documents become immediately available for collaboration
Benefits

Benefits to Your Organization

What document control and engineering teams gain when large batches go in correctly the first time.

Massive Time Savings

Upload and process hundreds of documents in minutes instead of hours.

Improved Accuracy & Compliance

Standardized templates eliminate manual errors in metadata and numbering.

Faster Document Approvals

Workflows start immediately—no delays in reviews or approvals.

Better Document Organization

Ensure all documents are stored in the correct project structure.

Increased Productivity

Free up document controllers and engineers from repetitive tasks.

Seamless Collaboration

Documents are instantly available for all stakeholders post-upload.

FAQ

Frequently asked questions.

Quick answers on batch size, metadata, numbering and workflows during bulk upload.

Still have questions?

Reach out, and our team will guide you.

Talk to our team
How many documents can I upload at once?

You can upload multiple documents simultaneously, depending on system configuration—ideal for large batches.

Can I customize document metadata during upload?

Yes. You can use property sets or edit metadata directly in the grid before uploading.

Does the system support automatic document numbering?

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Can workflows be assigned during bulk upload?

Yes. Workflows can be assigned and even auto-started immediately after upload.

What happens after documents are uploaded?

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Is bulk upload secure?

Yes. All uploads follow Wrench-SmartProject’s enterprise-grade security and access controls.

Ready to Process Document Batches Faster?

Start managing project documents at scale—with precision.

Book a Demo Talk to a Specialist

30 minutes • Live walkthrough • No obligation