Upload many documents at once

Have a folder full of licenses, certificates and insurance documents? Bulk upload reads them all and matches each one to the right person and requirement.

1. Add your employees (and vendors, if you have any) first, so there are names to match.
2. Go to Documents and click “Bulk upload (many files)”.
3. Drag in up to 50 PDFs or photos, or click to choose them.
4. Wait while the AI reads them. Each file shows who it thinks the document belongs to, which requirement it fills, and the expiration date.
5. Fix anything that’s wrong. Uncheck any file you don’t want to keep.
6. Click “Save documents”.

• Green means it matched automatically. Red notes tell you what’s missing before you can save.
• If a document doesn’t fit an existing requirement, choose “＋ New requirement” and DueLantern creates it.
• You’re warned when the name on a document doesn’t match the person you picked.
• Nothing is saved until you click Save. “Clear unsaved” removes the rest.