---
title: How to bulk upload documents - MIS
description: Bulk uploading documents | Help & Support — GO 4 Schools
---

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# How to bulk upload documents - MIS

## Uploading documents to student records in the MIS

The GO 4 Schools MIS has the option to bulk upload documents to specific areas of the student record, for example General student documents. The page is a multi-stage wizard allowing schools to:

- Define document details first.
- Then files are uploaded and attempted to be matched to students by a user-defined match criteria.
- Then the user reviews matches and resolves issues.

**Permissions**

Permissions required are for the specific areas of document management and users will require the ‘Can manage’ for each document and/or ‘Can manage confidential documents’.

- Can manage general student documents
- Can manage confidential disability documents
- Can manage confidential healthcare plan documents
- Can manage confidential medical condition documents
- Can manage confidential special educational needs documents

**Bulk Upload**

MIS schools or schools currently migrating only

- If school is MIS \> **People \> Student data\> Bulk student document upload**
- If school is migrating **\> Manage menu -\> Bulk student document upload**

Select the document type required as this determines what other fields are required. The document selection uses a terminology and considers which permissions a user has granted.

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/80617321772/original/k-AaM_wSCAXET27FU8PEuGRJEo2auyw6ZA.png?1789122891)

Once selected additional fields will display including:

- Document title
- Description
- Confidential setting – only visible for users with ***canManageconfidentialdocuments*** permissions.
- Filename settings are also available to allow the name of all files in the uploaded batch. This can be used to avoid clashes and to make the documents’ contents more explicit if the files have a generic name such as Student UPN.

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/80617322156/original/rA2wTHGj5mXE3q1l6G6__mBAk7EwCH5LMg.png?1789122950)

A filename prefix or suffix can be added to keep documents consistent with their naming.

Drag and drop or select the files (including zip files) into the upload area. The files are matched by selecting an identifier, which can also be downloaded as a CSV.

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/80617322622/original/cOFl2sjwwwqpVJV8_h4fAPfqhDKFcQDfWw.png?1789122989)

 

Once uploaded the documents will display matched to the ‘EntityID’ and the file name in the **‘Exact matches’** tab. The student mapping can be altered by using the ‘Change’ button to select a different student or the file can be removed.

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/80617322816/original/XNH4uTdHxrzwpBizKRhYWPnYfZ8g0VDhZw.png?1789123018)

If the document already exists with the same file name this will display as a ‘**Clash**’ . To manage clashes this can be done for an individual student or in bulk by using the ‘Apply resolution to all’.

Clashes can be resolved by:

- Skip – to not upload the document
- Replace – to replace the existing document
- Suffix to add a suffix to the new document to upload alongside the previous version.

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/80617323482/original/fCSzng8I5Y9dH_5I59O_gcPc3PoHjxca5Q.png?1789123080)

For files not matched in the ‘**Inconclusive & invalid’** tab, you can search and select a new student to assign to the document using the Assign option.

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/80617323593/original/B3tIlG2QkIf9ReHLwdFw8pnJ5M3idaPixQ.png?1789123099)

Invalid files will display a reason so the files can be amended to be uploaded again.

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/80617323938/original/7xl90vq1tY-v3Q4k__sGkqZfv88XTeM6fQ.png?1789123141)

The **Review** stage will display the storage capacity and size of the document upload with a count of files.

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/80617324035/original/Rpy5TXESS6Y1w1n-1H0fvbQuqPuZxiU9FA.png?1789123155)

 

Check the information and then select ‘**Confirm**’ to apply the changes and complete the upload.

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