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Adding Coding to Documents in Prep

* This functionality is available for Advanced and Standard users only. 

 


To Add Information to One Document

When you're viewing the document itself, on the right side of the page is the Designations & Relations and Coding Fields sections. 

Click an arrow to drop down the identifier of your choice.

Enter your information and click "Update" at the bottom of the page.

 


To Add Information to Multiple Documents

Search for the documents you need, click "Select All" or check the boxes next to the documents you wish to edit, then click Bulk Actions.

 

Enter the information in the appropriate fields and click "Update Documents".

bulk_actions_multiple_docs.png

 

Return to Prep Workflow

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