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Setup Document Load Template in Batch

1. Login to SAFE and navigate to Batch.

2. Select the "Options" menu from the Batch Toolbar. The Batch Options Window will appear.

3. Select the Load" tab to enter the Batch Load Template area.

4. Click "Add" to launch the Template creation window.

5. Configure the following settings to successfully create a Batch Load Template.


    A. Provide a name for the template. 

    B. Type or "Browse" to the location where Batch will load documents for filing.

    C. Provide the number of documents to load.

    D. Define the file types/formats to load.

    E. Select how Batch will handle multipage documents.

    F. Select whether Batch will convert Tifs to PDFs upon load.

    G. Click "Create" to save the template.


Note: Batch Load Templates are user specific and, therefore, must be configured for each user.


eBizDocs is an award-winning digital asset management solutions provider. Services include: process consultation, software solutions, mass scanning, and scanner sales and service. With a strong commitment to quality and service, eBizDocs has been a center of excellence since its inception in 1999. eBizDocs serves both private and public sector organizations, and is a preferred source contractor for NYS entities. eBizDocs has received numerous honors and awards, which, paired with satisfied customers, fortifies its status as a dependable leader in the content management industry.

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  1. Chris Kajano

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