Question:
How to perform a Bulk Action in Vault?
Answer:
- Search for the materials in the Library. Use the views, search, or filters to narrow down the list of documents. Alternatively, access the Cart if the list of documents was created there.
- Click on the Actions menu.
Under the Perform Bulk Action section, select an option to indicate the set of documents the bulk action applies to:
- From the Refine Selection page, review the list of selected documents, and click Next.
- From the Choose Action page, select the corresponding action. E.g.: Edit fields, Remove User from Role, etc.
Then click Next.
- On the Edit Details page, indicate the change.
Click Next.
- In the Confirmation page, revise the Summary and the list of documents to be updated.
Click Finish.
Related Documentation:
Vault Help Documentation: Using Bulk Document Actions
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