List Edit Multiple Documents

  • This page describes how to quickly modify attributes (metadata) of several documents at the same time.
  • This function only applies to documents that are in a working state (i.e. blue icon beside document number).
  •  A subset of document properties, as shown below, can be modified in this manner.
  • This page assumes you have searched for and found  the list of documents you want to modify. Refer to Search for Documents.
 
List Edit Multiple Documents
1

Select ALL

1. 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.  
2

Deselect /Select Documents

 
  • Deselect documents you don't need to edit, or that are not assigned to the same organization as you.
3

Open Actions Menu

3. Open Actions Menu
  • Select the Actions Menu icon on the left side of the screen.
  • The Multiple items actions menu will open.
4

List Edit

4. List Edit
In the Multiple items Actions menu, Select > List Editing, then select List Edit Documents.
5

Edit Fields

 
Select fields one at at time to edit their contents.
6

SAVE

 
  • After completing your changes, select SAVE.
  • The SAVE button is only available if you have made at least one change.