Associating documents to an additional Document Group in bulk

Topic

How can I associate Documents to a Group in bulk?

 

Instructions

  1. Go to the Document Library by selecting Documents from the main menu
  2. Select the Bulk Associate Group option from the cog wheel menu
  3. Select the Process Group you would like to associate the documents to
  4. 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.
  5. Select the Associate button
Bulk associate additional Document group

 

Additional Information

The Primary Document Group cannot be re-associated in bulk, you can only add additional associated Groups in bulk.

 

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Revision #:
31 of 31
Last update:
‎02-04-2021 08:15 AM
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