How to upload files using the support site [Video]

In this training video, you can learn how to batch upload files into AdminBase using the support site. This can be used to upload multiple documents to different contracts or leads and is useful if a person doesn't have access to AdminBase

In Brief

  • First you need to name the files to include the lead or contract number. For contracts, start the file name with the number of the contract (e.g. 123 contract.pdf). For leads, start the file with “L” followed by the lead number (e.g. L123 quote.pdf). These files need to be placed inside a .zip file

  • Navigate to http://support.abinitiosoftware.co.uk and log in using your customer number and password

  • Click on Document Batching and either click Upload Files or Drag and Drop files from the file explorer

  • Once the files have uploaded, click Submit. A Saved Successfully message will appear once completed

  • These documents can then be found within the relevant lead or contract

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