How to bulk a user Role update on multiple documents in PromoMats and MedComms?
The user needs Bulk Update permission to make this change.
To assign a role on several documents at once, follow the steps below:
- Select all documents where the change is needed, either by using filters in the Library or the Cart.
- Click the Actions Menu in the Library, or in the Cart and select the Bulk Action.
- Confirm the document selection in Step 1 and click Next.
- From the Choose Action page, select Add Users to Role and click Next.
- On the Add Users to Role page, select a user's name and the role, then click Next.
NOTE: If the selected documents are in different lifecycles and document types, only roles that are shared between these document types will be available.
- Confirm your selection in Confirmation, then click Finish.
NOTE: Vault will exclude documents where the selected user cannot be assigned to the selected role
- A banner at the top of the screen confirms that the system is processing the change.
Knowledge Base: How to Change the Owner of Multiple Documents in PromoMats?
Vault Help: Using Bulk Document Actions
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