DOES this SITUATION SOUND FAMILIAR?
Sally (User): Jim, what in the world did you do with this new upgrade, everything is broken!
Jim (Tech Support): Sally, calm down for a second.
Sally (User): Oh I’m calm, but this SharePoint site is not working and I have a meeting in 10 minutes.
Jim (Tech Support): What site are you on and what are you trying to do?
Sally (User): I’m on my team’s project site and I’m trying to get all these documents uploaded for the meeting in 9 minutes now. They say they want us to use this stupid thing, and it’s supposed to help. Well it’s not helping me right now.
Jim (Tech Support): Okay, give me a second to get there and see what’s going on. You said you are trying to upload documents right?
Sally (User): Yes…I see the upload document button, but that’s just one at a time. How in the world is this productive if all I can do is upload one at a time? I have 47 documents you know...
I have seen many users struggle with some of the new features in SharePoint 2013 especially trying to find how to upload multiple documents. So most of them, after looking in the ribbon for 10 minutes, uploading two or three documents, just give up, and call the help desk and decide to join the, "I hate using SharePoint" camp. Well before you submit your t-shirt order, here are a few quick tips to getting multiple documents into SharePoint 2013 without having to upload one at a time.
Option 1: New Drag and Drop
This is simple and fastest method. Simply select the files you want to upload and drag them from your windows folder directly into the document library in your browser (preferably near the search box)
Wow! That was fast and it is pretty easy to use. Why didn’t they just leave that functionality in the ribbon where most people look for it? I don’t know, but now you have this option, ENJOY!
Option 2: Windows Explorer
This option gives users a nice familiar UI to move documents to and from. To use this option, navigate to your document library, and click on Library in the ribbon.
Select “Open with Explorer.” If you are like me, then you may get this error message. Why they don’t tell you things upfront is beyond me, but here is the message and how to resolve it:
To sign out, click on the arrow beside your name and selecting “Sign Out.”
Next, sign back in. Yes I know that makes a lot of sense. Before you enter your credentials, do the following in this order: input your login name > check “Keep me signed in” > then enter your password.
The reason for this order is that it stores this information in a cache file to use for windows explorer later and this is the way I’ve found it to work flawlessly on Chrome, Firefox, and IE. Now navigate back to the document library and click on Open with Explorer (the following window should open)
From here you can select multiple files from your computer or source destination.
Then, you can drag them into your SharePoint folder as below.
You will notice from the screenshot that the files still don’t show up in SharePoint even though they show on the Shared Documents Window. This was done on purpose to show the upload process. If you take note of the time stamps you will see in the next screenshot that the times of the uploads match when I hit refresh.
Well that was simple huh? Some gotcha’s to watch out for:
- Default content types are automatically assigned all documents regardless of their type
- Metadata and additional fields are not required and defaulted to blanks or default metadata if you set those up
- If check in/check out is enabled, all documents will be hidden until checked in (they are nice enough to allow you to do a multi-check in)
- Content approval may bug out if you have workflows associated with this step
- Workflows and the content organizer will not run until the items are checked in and any additional rules are applied (this isn’t an issue, but something to be aware of)
- The Quick Edit View to edit the metadata columns for multiple documents must be setup manually for each document library. By default, this is not enabled.
- For the Drag and Drop, you will need at least IE 9 or higher and a combination of Office 2013 which enables a few DLLs to have this functionality.
If you have any questions or found any other tricks to using multiple upload for SharePoint 2013, please do leave a comment or tweet it to @eharris04 #multiupload