Question:
How to change the owner of multiple documents in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
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 name.
- Click Next to confirm the action.Click Finish.
Old User Interface:
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 Action 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 Action menu:
- From the Choose Action page, select Change Owner and click Next.
- On the Edit Details page, select a new owner name.
- Click Next to confirm the action.Click Finish.
Related Documentation:
Vault Help Documentation:
- How to Change Owner
- How to Select Documents from Cart for Bulk Actions in PromoMats?
- Bulk Document actions
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