How to change the owner of multiple documents in PromoMats?
Bulk Update permission is needed to make this change.
In order to update the owner of multiple documents, select multiple documents following these steps:
- Search for the materials in the Library. Use the views, search, or filters to narrow down the list of documents.
- From the Library Ellipsis menu, choose which set of documents to select.
- From the Refine Selection page, review the list of selected documents. According to the number of selected documents, choose the relevant bulk action from the Ellipsis menu.
- From the Choose Action page, select Change Owner and click Next.
- On the Edit Details page, select a new owner's name.
- Click Next to confirm the action. Click Finish.
Vault Help Documentation:
Knowledge article: How to Select Documents from the Cart for Bulk Actions in PromoMats?
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