Question:
How to use bulk action to update the state of multiple Vault documents?
Answer:
Vault Owner or System Admin needs to add the change state user action. Then use bulk action to change documents states:
- Confirm the document lifecycle and state.
- Go to Admin --> Configuration --> Document Lifecycles --> [Document Lifecycle]
--> States --> [State] --> User Actions tab.
- Add the Change State user action according to the request.
- Filter the documents in Libray.
- Click the gear bar then select the All xxx Documents.
- Confirm the documents then click Next button.
- Select Change State option then click Next button.
- Select the appropriate change state option of proper lifecycle then click Next button.
- Click the Finish button.
- Confirm the states of documents are changed.
Related Documentation:
N/A