Bulk document management

Bulk document management

Overview

This article will outline how users can perform various actions on multiple documents at a time through DMS.

Bulk Actions

When viewing each folder in DMS, users will see a checkbox next to each document, as well as one in the headings to select all.

Once one or more documents have been selected, a number of icons will appear depending on the folder being viewed.

These represent the different functions that can be actioned on the documents
  1. Move to Permanent 
  2. Download 
  3. Delete 
  4. Mark as Private 
  5. Unmark as Private 
  6. Remove from Permanent 
The table below outlines what actions are available from which folders in DMS.


Permanent
Reports
Unsorted
Workpaper
Move to Permanent

X
X
X
Download
X
X
X
X
Delete
X

X

Mark as Private
X


X
Unmark as Private
X


X
Remove from Permanent
X


X

Processing documents in bulk

To process an action on multiple documents, check the boxes for the required documents, then click the appropriate icon, e.g. Move to Permanent. This triggers the appropriate action to be processed on the selected documents.


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