Topic
How can I associate Documents to a Group in bulk?
Instructions
- Go to the Document Library by selecting Documents from the main menu
- Select the Bulk Associate Group option from the cog wheel menu
- Select the Process Group you would like to associate the documents to
- Select the Documents you want to associate to this group by ticking them in the list. The list can be filtered by Process Group or by using the search function.
- Select the Associate button
Additional Information
The Primary Document Group cannot be re-associated in bulk, you can only add additional associated Groups in bulk.