Id based Bulk PDF Uploads in EasySLR

Id based Bulk PDF Uploads in EasySLR

Id based bulk PDF uploads makes full-text screening in EasySLR more efficient by auto-matching uploaded PDFs and supplementary files to citations, eliminating tedious manual linking and ensuring a faster workflow. If you already have PDFs saved in the format ID*_Author Year, then they can be uploaded using this tab. 

How to Use Id Matching
Step 1: Go to your project and click on: Uploads > Full Text> Using Id

Step 2: Click “Upload” and select the PDFs files (max 150 per batch). Also, select if you would like to match using RefId or CustomId. You can upload PDFs in multiple batches. 

Step 3: Automatic Matching: EasySLR will automatically match each PDF to the corresponding article.

You'll see a table showing:
  • Matched files
  • Unmatched (if any)
  • You also have an option to replace the existing PDFs, if required.


Step 4: Upload Matched PDFs
Click Upload PDFs option to complete the process. The system will add the PDFs to your articles under the Full Text and Data Extraction stage.

Folder Upload:
EasySLR also supports uploading an entire folder containing PDFs and supplementary files. Saves significant time, especially for projects with large datasets or numerous documents.

How to Use Folder Upload:
  1. Go to Uploads > Full Text > Using Id
  2. Click “Upload” and select “Upload folder” option. 
  1. Choose how you want to match the files (using RefId or CustomId) and upload the folder containing PDFs and Supplementary files.
  2. EasySLR will automatically scan the folder, match files to citations, and display matched/unmatched files.
  1. Click “Upload Files” to complete the process.

Maximum number of files per folder upload: 150. Multiple folder uploads are allowed.

Tips for Successful Id Matching
  • Always verify Ids in file names before uploading.
  • Check the Matched/Unmatched table to ensure no files were missed.
  • For unmatched files, confirm that the RefId or CustomId matches the article in EasySLR.
  • Consider replacing older PDFs with updated versions if necessary.

Please note that EasySLR provides an option to auto rename all PDFs at the time of downloading as well. See this article for more details

Q. Is AI involved in this process?
No. Id based matching does not involve AI, so no AI credits are consumed.

Need Help?
Reach out via the Live Chat option in EasySLR or email us at support@easyslr.com.


    • Related Articles

    • Bulk PDF Uploads Using AI in EasySLR

      Direct PDF Matching in EasySLR allows users to automatically match and upload multiple full-text PDFs. This streamlines the process of linking full texts with citations—saving you time and effort during the full-text screening stage. Easily match and ...

    • What file formats are supported in upload?

      For Title-abstract screening: Currently, .RIS, NBIB and .xlsx formats are supported for the “Title Abstract” screening. This information is also displayed while uploading a new project for easy understanding. For Full-text screening: Bulk PDF upload ...

    • Direct PDF Upload to Data Extraction

      EasySLR allows you to start Data Extraction directly by uploading PDFs, without first completing Title–Abstract or Full-Text screening. This feature is designed for teams that already have finalised studies or want to begin extraction immediately, ...

    • How to Bulk Upload PDFs using Zotero/Endnote?

      At EasySLR, we understand the importance of efficient workflow management, especially when handling extensive research literature. Our Bulk PDF Upload feature is designed to streamline your research process by allowing the seamless import of large ...

    • How can I edit/change my decisions?

      EasySLR understands the importance of keeping screening decisions aligned with evolving project needs. To support this, reviewers have the option to update their decisions even after submission—provided the feature is enabled in the workflow ...