The option described below is only available on the "Business" licensing plan. File Types and Tags can on be applied on a file per file basis in the foundation plan.



1 - Exporting Tags and Metadata to a Spreadsheet


Powertools allows users to export the documents' tags and metadata from a list of files to a spreadsheet. To do so:


1 - Start by selecting either the list of files you want to export the properties of or the folder containing those files.

Note: the metadata will be exported only if you select documents with the same File Type. If documents with different File Types are selected, only the list of files' ID and titles along with their tags will be exported.


2 - Click on the Powertools action button.


3 - Select the option "Export to a Spreadsheet".


                        Selecting files directly


                        Selecting a folder


4 - Select the folder in which to create the export. Note that a status report file will also be created in the selected folder.



5 - Click on "EXPORT".


6 - The export status panel appears on the bottom right.


The export can take between a few seconds for a couple of files to several minutes or hours for a very large number of files. Note that you can minimize the export status panel and keep on working in the meantime. You can also close your browser and turn off your computer, the export will keep on happening in the background.


7 - When the export is ready, you will be notified in the status panel and through a notification email. Two files will have been created:

  • The export file named '[Complete] Export from folder "folder_name" the date' and containing the result of your export.
  • The status report named '[Status report] Export from folder "folder_name" the date' and containing the export status of every single file, as well as the explanation for any failed export. 


                        Export result


                        Status report





2 - Importing Tags and Metadata from a Spreadsheet


Powertools allows users to massively import the documents' tags and metadata of a list of files from a spreadsheet. To do so:



1 - Start by preparing a Spreadsheet containing the list of files and metadata and tags to apply. This spreadsheet needs to fit one of the two following formats:


If you wish to only update files titles and tags, but not to apply any change on their File Type or metadata values, the spreadsheet requires 3 columns:

  1. File ID
  2. File name 
  3. Tags


If you wish update files titles and tags, but also apply a File Type and change the metadata values, the spreadsheet requires the same 3 columns plus one column per metadata. 

  1. File ID
  2. File name 
  3. Name of Metadata 1
  4. Name of Metadata 2
  5. Name of Metadata 3
  6. Name of Metadata 4
    ...
    ...
  7. Name of Metadata N 
  8. Tags


Note 1: since metadata are unique per File Type, you can only apply a single File Type per batch of bulk upload.


Note 2: the name of the column has to be exactly the name of the metadata. 


Note 3: the file resulting from an export will always have the proper format and can be reused to import the files' properties after edition.


A template for each of the two use-cases is available:



2 - Select either a folder or multiple files - it does not have to be the folder or files you want to import properties into.


3 - Click on the Powertools action button.


4 - Select the option "Import from a Spreadsheet".



5 - Select the file you want to import the properties from and the File Type to apply. Note that the metadata columns will only be considered during the import if you selected the matching File Type.



6 - Click on "IMPORT".


7 - The import status panel appears on the bottom right.


The import can take between a few seconds for a couple of files to several minutes or hours for a very large number of files. Note that you can minimize the import status panel and keep on working in the meantime. You can also close your browser and turn off your computer, the import will keep on happening in the background.



8 - When the import is finished, you will be notified in the status panel and through a notification email. One file will have been created:

  • The status report named '[Status report] Bulk Update the date' and containing the import status of every single file, as well as the explanation for any failed import.