* This functionality is available for Advanced and Standard users only.
Coding One Document
When you're viewing the document itself, on the right side of the page you will see the coding menu. Click an arrow to drop down the identifier of your choice. Enter your information and click "Save" or "Save & Next" at the top of the page.
Coding 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 at the bottom.
Enter the information in the appropriate fields and click "Update."
IMPORTANT: Make sure to consider if you are making the Bulk Action update to only the documents selected or if you also want to include their families.
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