How to Perform Bulk Actions on Documents from the Library in PromoMats?

Question:

How to perform bulk actions on documents in PromoMats?

Answer:

Using the New User Interface? (Expand to see the V21R2 features)

New User Interface (Release 21R2):

Select the Library tab on the upper left side of the screen and select My Library.
On the right side of the screen, open the Action menu and select the option under PERFORM BULK ACTION.
Enable (Add a check) all documents or those needed, then select Next.
Select the appropriate bulk action to perform then select Next on the right side of the page.
Fill out the appropriate information per the selected action and select Next again.
At the confirmation page, select Finish on the right-hand side. A message appears indicating that the actions are being performed. A notification is sent once it is completed.
The notification is sent by email and can also be found in the Notifications section, under the Tasks tab.

Note: This feature must be enabled in PromoMats with appropriate bulk update permissions in order to perform bulk actions on documents.

Old User Interface:

Select the Library tab on the upper left side of the screen and select My Library.
On the right side of the screen, open the Action menu and select the option under PERFORM BULK ACTION.
Enable (Add a check) all documents and then select Next.
Select the appropriate bulk action to perform then select Next on the right side of the page.
Fill out the appropriate information per the selected action and select Next again.
At the confirmation page, select Finish on the right-hand side. A message appears indicating that the actions are being performed. A notification is sent once it is completed.
The notification is sent by email and can also be found in the Notifications section, under the Tasks tab.

Note: This feature must be enabled in PromoMats with appropriate bulk update permissions in order to perform bulk actions on documents.

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