Question:

How to update document fields in bulk?

Answer:

Select multiple documents following these steps:

1. Click Library.
2. Use the views, search, or filters to narrow down the list of documents. 
3. From the Library Actions menu, choose which set of documents to select.
4. From the Refine Selection page, review the list of selected documents.
5. Click Next.

A user can see a Choose Action page:

The user can update fields in bulk by following these steps:

1. Select Edit Fields.
2. Click Next.
3. On the Edit Fields page, Vault displays editable fields.
4. Edit a field value across all documents by clicking the Edit field (pencil) icon and entering a new value.
   
   
   
   
5. Reset a field to its existing values by clicking the Revert (circular arrow) icon.
6. Click Next.
7. From the Confirmation page, review the summary of changes.
8. Click Finish.

When the changes are complete, a notice appears in the user Notifications page. Vault sends users an email.

Related Documentation:

Vault Help Documentation: Update Document Fields

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