Change Documents

Elissa Toder

Modified on: Wed, 22 Jun, 2022 at 5:40 PM

TABLE OF CONTENTS

Assign Documents
Hold Documents
Remove Documents

Assign Documents

Select Bulk Update Type: Documents
Select Bulk Action: Assign
Select User
Enter or upload Document ID list
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Hold Documents

Select Bulk Update Type: Documents
Select Bulk Action: Hold
Select Hold Reason
Enter or upload Document ID list
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update

Remove Documents

Select Bulk Update Type: Documents
Select Bulk Action: Remove
Enter or upload Document ID list
Click Continue (Step removed)
Enter Notes
Click Continue to Validation
To finalize, click Finish Bulk Update