Question:
How to change document states in bulk?
Answer:
A user needs to select multiple documents. Use the following steps to do this:
- Open the Library.
- Use the views, search, or filters to narrow down the list of documents.
- From the Library Actions menu, choose which set of documents to select.
- From the Refine Selection page, review the list of selected documents.
- Click Next.
The user is able to see a Choose Action page:
Follow steps to change document states in bulk:
- From the Choose Action page, select Change State.
- Click Next.
- On the Choose State Change page, select the new state for users' documents.
- Click Next to open the Confirmation page.
- Click Finish. When the changes are complete, a notice appears in the user Notifications page. Vault sends an email to users.
Related Documentation:
- Vault Help Documentation: Vault Help
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