📂 Bulk Document Import

"Upload smarter, not harder."
Easily import large sets of documents, assets, or risks without manual work.

1️⃣ Why Use Bulk Import?

Sometimes you need to upload a large set of documents from your local folder structure, or import assets, risks, or other items that would take too long to create manually.

The “Create documents/assets in bulk” option in the folder management menu lets you: upload many files in one go.

📌 This feature is designed to save hours of repetitive work while ensuring data consistency.

2️⃣ Upload Options

1. Upload Zip/Excel file submenu.

This is the first screen you'll see where you can decide on "Excel document" upload to create multiple items from excel lines or "Zip upload" to import a whole local folder structure

2. Upload an Excel document with multiple items to be created inside the current folder (e.g. excel with risks, assets, non-conformities, vulnerabilities, ...).

You can use the template from step 4 in the screenshot. After the upload you will go to step 5.

3. Upload a ZIP file (please use standard zip)

This can be used to import a whole local folder hierarchy with documents. During import they will be uploaded with the same folder structure inside the current folder. It will maintain the original creation dates from the imported files.

4. Here you can download the Excel template structure to be used in step 2 (see video at the bottom of the page for a more advanced risk import example)

The Excel template has two tabs:

First tab: Content to be imported (each row will create a new document).

• Must use exact "DocumentType" names from the second tab.
• Extra columns can map to:

1) Variables in document templates

2) Measures for risk readings

Second tab: Lists all available document types you can use under "DocumentType".

📌 Starting from the template avoids validation issues later.

5. After uploading your Excel in step 2, you have to map Excel column names to Brainframe’s expected values.

💡 Tip: If no unique identifier is filled it, it will be ignored

6. Auto-fill document template variables directly from Excel values by mapping them to Brainframe variables.

💡 Tip: By checking the checkbox, you can also assign this same values to document properties.

7. Configure how risks should be imported:

1) Enable a risk reading on imported documents for a specific risk type.

2) Enable a remaining work configuration for imported risks.

3) Map measure values from Excel columns.

4) Enable the Target checkbox to also map target values from Excel for initial risk readings.

📌 Always try to start from our templates, and don't leave any "empty" lines at the end of the first tab to avoid errors during validation

8. Validate your import.

3️⃣ Tutorial: Importing Multiple Risks

The tutorial video walks you through:

• Mapping document types, templates, and properties during import.
• Configuring automatic initial and target risk readings.
• Performing error-free imports.

4️⃣ Best Practices

• 📂 Configure the Excel template to avoid formatting issues.
• 🗂️ Keep folder structures clean before zipping.
• 📝 Use variables in templates to pre-fill content automatically.
• 🔍 Double-check mappings before finalizing the import.
• 🚨 Validate risks on import to ensure compliance data is complete.

🎯 Visual Checklist

• [x] Excel/ZIP file prepared
• [x] Document types verified in template
• [ ] Column mappings reviewed
• [ ] Template variables assigned
• [ ] Risk mappings configured
• [ ] Import validated successfully

Updated on: 12/09/2025