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
- Select all documents you wish to update. You can select documents individually, or you can use the checkbox in the top left to select all listed documents.
- Click on the Actions dropdown.
- Select which action you wish to perform.
The actions that can be performed in bulk are:
- Incomplete: This option is only available to administrative users.
- Complete: If you're not an administrative user, a document must pass all validation checks before it can be completed.
- Star: Add all selected documents to your Caseload.
- Unstar: Remove all selected documents from your Caseload.
- Delete: In order to view deleted documents, while on a document list page, you must select Show: Deleted.
- Undelete: This option becomes available when viewing deleted documents.
- 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.
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If you are not an administrative user, you must be the owner of a document in order to 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.