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Is it possible to link documents to PM from a DMS in bulk?


cferrer
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Hello everyone,

Is it possible to link documents to PM from a DMS in bulk? Or do I need to do this one by one?

I’m on a mission to link all documents from our DMS to PM and although it is a fairly rapid task (with just 1 document at the time), I was wondering whether there is a way to speed up this process by using a ‘linking in bulk’ type of feature, if available.

Thanks,

Carlos

Best answer by lhgraven

Hi ​@cferrer 

You are able to upload multiple documents at a time however, the functionality to link multiple documents at a time does not exist at the moment. 

 

This is an existing idea we have that you are welcome to go have a look at and vote on: Enable a bulk update to linked documents | Nintex Ideas

 

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  • Nintex Employee
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  • March 7, 2025

Hi ​@cferrer 

You are able to upload multiple documents at a time however, the functionality to link multiple documents at a time does not exist at the moment. 

 

This is an existing idea we have that you are welcome to go have a look at and vote on: Enable a bulk update to linked documents | Nintex Ideas

 

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cferrer
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  • March 7, 2025

Thanks Lauren, great to know that there are others pursuing the same solution. I’ve already voted for this idea so hopefully it will become available soon enough… before I finish my project? (just kidding :)

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