How to Send Payslips in Bulk?

There are two ways you can follow in Factorial to send payslips in bulk. Find in this article the necessary information to be able to successfully send your payslips.

Where Can I Find Documents in Bulk? 

  • Head to Files
  • Select Documents in bulk

Documents in bulk


Send Payslips Via Auto Send Document 

  1. Drag and Drop a PDF document
  2. Fill in the information required: 
    *Folder Name: Payslips
    * Upload Type: Split pages as new documents 
  3. Press on Upload Document 

Upload a doc

4.  Once the document has been downloaded, press on Auto Send Documents 

Autosend documentss


Send Payslips Via Suggested Matches 

  1. Drag and Drop a PDF document
  2. Fill in the information required: 
    *Folder Name: Payslips
    * Upload Type: Split pages as new documents 
  3. Press on Upload Document 
  4. Once the document has been uploaded, check that the suggested match is correct and click on send document 

Send document


Are you having problems with Document Upload? Check if the Document is in Text Format

When we are trying to upload a document or send documents in bulk, one of the requirements is that the document is in PDF, not editable and in text format.

To know if the PDF is in text format:

  1. Open a PDF Document
  2. Click in Files --> Properties and Sources
    (If the format is text, the different fonts used will be listed ↓).

    image (26)-1

    (Otherwise, a blank space ↓ will appear). 
    image (27)-1

Therefore, since the document is not in text format, the PDF will not be uploaded successfully in Factorial and there may be errors when trying to upload them.