Bulk actions allow users to save time by updating multiple documents at once.
Steps
Update multiple documents at once:- Navigate to a document list page or Students / create new
- Select all items you wish to update. You can select documents individually, or you can use the checkbox in the top left to select all listed documents.
- If you want to run a bulk action on more than 50 items at a time, you will need to select the option at the top of the screen to Select all.
- Click on the Actions or Share dropdown, or one of the icons in the top right.
- Select which action you wish to perform.
- If your action is being run for more than 50 items, you will receive a notification when the action has completed.
The document actions that can be performed in bulk are:
- Complete: If you're not an administrative user, a document must pass all validation checks before it can be completed.
- Delete
- Undelete: This option becomes available when viewing deleted documents.
- Star
- Unstar
- Copy to a new document: This creates a new document of the same form type for the student and copies over relevant information. A document must be completed in order to copy it to a new document.
- Update Collaborators
- Print: You can bulk print whole documents or additional views.
- Share/Present Meeting
The student actions that can be performed in bulk are:
- Create Document Create documents of a single form type for multiple students at once.
- Change Building
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If you are not an administrative user, you must be the owner of a document in order to complete, share, delete, or undelete it.
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You may also
bulk create documents and
bulk print documents, but the workflow to do so is different than other bulk actions.
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Use
document list filters to limit the list to just documents you want to update, then use the checkbox in the top left to select all listed documents.
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You can also
share documents in bulk by selecting the documents you wish to share and clicking
Share > Update Collaborators.