List Edit Multiple Documents
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This page describes how to quickly modify
attributes (metadata) of several documents at the same time.
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This function only applies to documents that are in a
working state (i.e. blue icon beside document number).
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A subset of document properties, as shown below, can be modified in this manner.
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This page assumes you have searched for and found the list of documents you want to modify. Refer to
Search for Documents.
 Select ALL-
On the document search results page, click the ALL button. -
The Actions menu icons beside each document will be replaced by a check box.
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 Deselect /Select Documents
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Deselect documents you don't need to edit, or that are not assigned to the same organization as you.
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 Open Actions Menu-
Select the Actions Menu icon on the left side of the screen. -
The Multiple items actions menu will open.
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 List EditIn the Multiple items Actions menu, Select > List Editing, then select List Edit Documents.
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 Edit Fields
Select fields one at at time to edit their contents.
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 SAVE
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After completing your changes, select SAVE. -
The SAVE button is only available if you have made at least one change.
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