How to Zip and Bulk Upload Your Files

This guide will walk you through how to bulk upload your files in Hapax. Use this feature when you need to upload multiple files at one time. 

Note: Documents must be in a ZIP file to be uploaded using the bulk upload feature.

Zipping a File:

How to Zip a File on Windows

1. Locate the File or Folder:
   
   • Go to the location of the file(s) or folder(s) you want to zip.
     
     
2. Select the File(s)/Folder(s):
   
   • Click on the file/folder once to select it.
     
     
   • To select multiple items, hold down Ctrl while clicking each item.
     
     
3. Right-click the Selection:
   
   • A context menu will appear.
     
     
4. Choose "Send to" > "Compressed (zipped) folder":
   
   • This will create a ZIP file in the same location with the same name (you can rename it afterward).
     
     
5. Rename the ZIP File (optional):
   
   • Right-click the ZIP file > select Rename, type the new name, and press Enter.

How to Zip a File on macOS

1. Locate the File or Folder:
   
   • Navigate to the file/folder you want to compress.
     
     
2. Select the File(s)/Folder(s):
   
   • Click to highlight. Use Cmd (⌘) + click to select multiple items.
   
   
3. Right-click or Control-click the Selection:
   • This opens a contextual menu.
     
     
4. Select "Compress":
   
   • The label will show "Compress [filename]" or "Compress [number] items."
     
     
5. Locate the Zip File:
   
   • The zipped file (ending in .zip) will appear in the same directory.
   • You can rename it by clicking once and typing the new name.

Uploading Bulk Files to Hapax:

Step 1) Log In and Begin Attaching your File

Start by logging into your account on the platform with your credentials. This will take you to the main dashboard. Once logged in navigate to the information vault by clicking the padlock icon.

Step 2) Click on the “New File” button, then click “Upload Bulk Files”

Step 3) Attach the ZIP file in the bulk upload popup by dragging and dropping your ZIP file into the box, clicking “upload a file,” and browsing your computer

This is also where you can choose the folder location you would like to upload your files to, and where you can set the permissions to those files.

Step 4) Click “Submit”

After you submit your ZIP file in the upload popup, Hapax will begin processing your files and within a short timeframe your files will be available in the information vault.