All a user must do is visit an entity record, open the Documents and click the “Upload to SharePoint” button on the ribbon to browse and upload multiple files at one go. Later, he can find them on SharePoint by clicking OPEN LOCATION.
Below are the detailed steps on how to use Multi-File Uploader to SharePoint.
For your basic understanding, let’s consider a sample Account record (e.g., A. Datum).
Go to SalesàAccount à Account Record.
From the sitemap, click the down arrow just beside the Account Record.
Click on Documents.
You will be directed to Document Associated Grid In here you will notice UPLOAD TO SHAREPOINT button on the ribbon.
Click it and browse the files you want to directly upload to SharePoint. You can select multiple files unlike the OOB functionality which allows you to select only one file at a time.
Files will be successfully uploaded. Click Submit.
You will notice that the files uploaded to the SharePoint in the document grid.
Select any of the uploaded file and click OPEN LOCATION to see the file in SharePoint site.
This way you can upload multiple files to SharePoint directly without having to worry about maximum file-size upload limitation of 50 MB and uploading files one at a time.
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