Bulk update documents within the Documents Global Tab
- Select 'All' or choose a selection of documents
- Select the 'Gear' above the word None
- Choose a Bulk Option
- Allow Client Portal Access,
- Remove Client Portal Access
- Bulk Change Client
Note: The bulk change client is helpful if you upload documents to the wrong client. You can quickly move these documents to a different client. - Bulk Update Selected
- Bulk Delete Documents