File Upload Console
Learn how to upload files in bulk using the File Upload Console.
Written by Jess Hamilton
Updated at July 27th, 2024
Table of Contents
The File Upload Console is a staging workspace for importing multiple files into Titan Cloud at once.
To locate the File Upload Console, click the nine dots in the top left corner to open the global menu. Under “Home,” select “File Upload Console.”
The link in the global menu is a shortcut. The File Upload Console may also be accessed from the Administrative Console under “Data Management” in the left side menu.
Select User
If your user role permits access to managing the File Upload Console for other users, you have the option to select a user at the top of the page. If no user is selected, the File Upload Console defaults to your own.
Upload Files
To upload files, you can drag and drop them into the gray box, or click “Upload” and select files from your computer. Either method will automatically add the files to the workspace grid below.
The grid on this page is the staging area for categorizing your files before saving them to a facility's Electronic File Cabinet!
When you've finished uploading files to the grid, you can click the upward facing arrow at the far right of the “Upload Files” header to collapse the section and make more space.
Organize & Save Files
When files are uploaded to the File Upload Console, Titan Cloud automatically detects the File Name and File Type, and sets the Date of File to today's date.
In addition to these fields, Facility, File Application, and Tags are required to save the files to a facility's E-Files. You may input each item one by one, or you can use the column headers to populate an entire column.
Example: Type a facility name in the Facility column header search bar to locate and select it. Then, click the right-facing arrow button to apply that facility to every file in the grid.
If individual items need to be updated, click the “x” to remove the existing value, or simply click the value to edit.
Need to upload a file to multiple facilities at once? This can only be done from the Global E-Files page.
When you're finished adding the required information, select the files you wish to save to the facility's E-Files.
Click the toggle at the far left of the row to select an individual file, or click the toggle in the Select column header to select all files.
Click Save to add the files to the facility's Electronic File Cabinet. This will also clear them out of your staging area.
To remove selected files from your staging area without saving them, you can click Delete.