Question:
How to perform bulk actions on documents in Vault PromoMats?
Answer:
You can use bulk document actions to make changes on up to 1,000 documents at once. To perform bulk actions on documents, please use the instructions below:
- Select the Library tab
- Use the Views, Search, or Filters to narrow down the list of documents as needed.
- Once you have the list of documents, click on the All Actions Menu and select the option under PERFORM BULK ACTION
- Select/Unselect the documents as 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.
- On the Confirmation step, 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.
- To find the notification, click on the Bell icon at the top of the page to view the completion status.
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: Using Bulk Document Actions
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