Follow

Bulk Editing

Perform a search or click into the folder to select the documents you would like to add. Select the checkboxes to the left of the documents you would like to edit and click "Bulk Actions".

 

The Bulk Edit window will open, where you can choose which data to edit. If you would like to include documents from email chains, email families or duplicates, click the appropriate checkboxes at the top. Click "Update Documents" and the changes will be made.

Your Review database should display the following Bulk Edit options (some options may not display if they have not been determined in Settings):

bulk_actions1.png

 

Your Prep database should display the following Bulk Edit options (some options may not display if they have not been determined in Settings):

bulk_actions_prep1.png

 

Return to Review Workflow        Return to Prep Workflow

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments