Question:
How to perform bulk actions on documents in PromoMats?
Answer:
- 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.
Related Documentation:
Vault Help Documentation: Using Bulk Document Actions
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