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Methods to upload documents for Sending

Written by Central Support

Here are various way counselors can quickly upload multiple documents for students.

1) Bulk Upload via student's cDocs page

Head to the student's cDocs page and click on the "Upload" button located at the right side:

Once clicked, a side menu will appear and you can click on the blue box to choose the files to upload or you can simply drop the files in as well. After uploading, choose the type of documents (such as Initial Transcript, Optional Transcript or Mid-year transcript etc.) and click Upload. As a reminder, all documents being uploaded for cDocs must be in PDF format.

*Note - Only up to 10 files can be uploaded through this method.

2) Bulk Uploader

The bulk uploader is for mass uploading documents and for larger schools or schools that want to upload more than 10 documents at a time. You will be able to choose how Cialfo matches the documents to the needed students based on the preferences you set.

Please refer to this article on how to use the cDocs Bulk Uploader in detail.

3) Document Splitter

The Document Splitter is another method for splitting transcripts first and then bulk uploading them. It allows you to upload a single PDF file containing all your students' transcripts, split them, and assign them to the appropriate student in cDocs.

The workflow of the Document Splitter is very similar to the Bulk Uploader with one major difference - the Configuration, such as setting the Document Type, Name Order, Graduation year, Date of Birth format etc.

For more information on how to use Document Splitter, do refer to this article.

What is new? – Bulk Uploader Multiple Student Match Handling Improved

As of January 2026, Cialfo has improved the Bulk Uploader’s matching logic to better handle cases where a transcript file matches multiple students. Previously, such scenarios could lead to failed uploads or incorrect assignments without clear feedback. With this update, the system now clearly flags these cases with an error prompt, preventing silent mis-assignments and guiding counselors to take corrective action.

Recommended Steps If You See a "Multiple Matches" Error

  • Review the student name or ID used as the matching field in the Bulk Uploader configuration

  • Switch to a more unique identifier (e.g., Student ID number instead of name) in the Configuration step

  • If multiple students share identical data, upload the transcript individually via the student’s cDocs page

  • If the issue persists, contact Cialfo Support via Chat with the student names and school name for further investigation


Need more help?

Our Client Support team is available via Live Chat 24 hours a day, Monday through Friday, so you can get help anytime during the work week through Chat with Cialfo.

If you’re unable to find a solution in our help articles or need further assistance, you can contact the Cialfo Support team via Live Chat or email us at [email protected].

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