Bulk File Uploads

Download Guide

Lease Accelerator now has the ability within Real Estate Manager to upload files in bulk rather than individually. This new feature enables users to upload both Asset files and Contract files and attach them to specific Assets.

By default, this feature is turned off, but users may enable the feature through the Administration and System Configuration workspace. See the steps below to learn how to enable this feature.

Enabling Bulk File Upload

If you wish to enable the Bulk File Upload feature, you must have access to the System Configuration tile within the Administration workspace. If you do not, please reach out to your implementation manager or Client Success Manager to assist.

1. From the Top NavBar, select Administration. The Administration workspace opens.

   
   

2. Click the System Configuration tile and the workspace opens.

3. Find the BulkUploadFile option under AssetOptions and change the drop-down from false to true.

   
   

4. Scroll to the bottom of the workspace and click Save Configuration Settings.

5. Once you have saved your configuration settings, go back to the Administration workspace and you should see the Bulk Upload File tile.

   
   

Uploading Bulk Files

Once the Bulk Upload File tile is visible in the Administration workspace, users may utilize this new feature. See below for steps to preparing your zip file along with the steps to upload that file.

Creating the Zip File

Note: Users can only upload a zip file which is either for Assets or Contracts, you cannot have both together.

Prepare Folders

1. Create a folder for each Asset or Contract that you want to upload files for on your computer.

2. The name of each folder should be the actual Asset Reference Number when adding files to an asset. When adding files to a Contract, the folder name should be the Contract Reference Number/Schedule Number. For example, LA-68442_2.

Add Files

1. Next, add the files to the respective folders that you wish to upload.

   Note: The entire zip file cannot be more than 1GB with each file being no larger than 4GB.

2. You can also create subfolders to organize files better.

   

3. Add files inside the folders (e.g., .pdf, .docx, .jpg).

   

Zip the Folders

1. Select all the folders you created.

2. Right-click and select Send to → Compressed (zipped) folder.

3. This creates one zip file with all your folders inside. You may rename as necessary.

   
   

4. Now that you have your zip file, you can proceed to the Bulk Upload.

Example for Folder Structure

Uploading Your Files

1. Navigate to the Administration workspace from the Top NavBar and select the Bulk Upload File tile.

2. Once in the Bulk Upload workspace, select either Asset or Contract from the drop-down to indicate the kind of upload you are doing.

   
   

3. Next, click Browse to select your zip file and upload it.

Check for Errors

1. Once you double-click the file or click Open to select the file, the system will start to validate your files and you will see the Upload Status bar.

   
   

2. Once validation is complete, you will see a list of files. Green font in Reason column indicates the files that are okay to upload. Red font indicates files that will not be uploaded due to error (For example, the Asset Reference Number cannot be found).

   

3. Fix any errors and upload again if needed.

   

4. If the validation is successful, click Save Files.

5. You will get message ‘Upload successful’ and may click Close to return to the Administration workspace. This way, you can upload hundreds of files in minutes instead of one by one.

Note: If there is a file with the same name as another, the system will rename the file with “Copy” appended to its original name. If there is more than one, then a number will also be added. Example: Original name – Copy (1).pdf or Original name – Copy (2).pdf

Note: User may always cancel the upload and change the names of the files prior to uploading.

Best Practices

• Do not mix assets and contracts in one zip.

• Keep folder names exactly the same as the Asset or Contract reference.

• Organize files in subfolders for easy navigation.

• Use clear file names (e.g., Valuation_Report_2025.pdf).

• If your zip is too big (>1 GB), split into smaller zips.

Viewing Files Within the Asset or Contract

Once the files have been successfully uploaded, they can be seen by going to the respective Asset.

• If you uploaded Asset documents, you’ll see the files on the File tab within the Asset workspace.

  

• If you uploaded Contract documents, you’ll see the files listed on the Contract Details tab within the Contracts tab of the Asset.