Documents & imports · Guide 3 of 37
Bulk upload documents
Scan files first, let AI structure them, and approve the finished SOP drafts into your library.
Before you start
- Sign in as the workspace owner or an admin. Read-only members cannot change workspace content.
- Have AI credits available. Review the proposed result before applying changes.
- Work in batches of no more than 50 ready files. Use text-based sources where possible.
Step-by-step walkthrough
Step 1
Open Upload documents
Select Upload documents in the workspace top bar. Keep Upload files selected for local files; use Paste information for notes copied from another tool.
Step 2
Choose automatic or fixed placement
Let AI organize proposes departments and folders. Choose a folder is useful for a batch that all belongs in the same place. Select a department and folder before continuing.
Step 3
Check the scan report
Drop files into the box or click to browse. Review duplicates, unclear names and unsupported files before selecting Organize N files. Exclude material your team should not see.
Cloopp / Step 3: Check the scan reportStep 3: Check the scan reportActual Cloopp screen · Sample workspace Step 4
Review full instructions and approve
Wait for the drafts to finish. Edit titles, summaries and placement, open Preview & edit full SOP, and inspect the steps. Remove unwanted drafts; Approve N SOPs adds the remaining ready drafts together.
Cloopp / Step 4: Review full instructions and approveStep 4: Review full instructions and approveActual Cloopp screen · Sample workspace
Practical example
Import one department at a time
Upload a small client-services batch, check that onboarding and reporting are filed correctly, then import the next department. Clear filenames help you compare drafts to their sources.
Common issues and fixes
- An image or scanned PDF has little useful text
- Copy or transcribe the essential instructions into Paste information. Do not approve a plausible-looking draft without checking it against the source.
- Organize is disabled
- Remove skipped or unsuitable files, and keep the ready-file count within 50. A file that could not be read should be corrected or replaced.
What success looks like
Only the drafts you reviewed and explicitly approved enter the searchable library.
Still need help? Contact Cloopp support
Next guide: Organize departments and folders