You can bulk-update documents for a client within the documents tab.
- Select 'All' or choose multiple documents to update
- Select the 'Gear' above the word none
- Choose
- Allow Client Portal Access
- Remove Client Portal Access
- Bulk Change Client
- Bulk Update Selected
- Bulk Delete Documents
The bulk change client is helpful if you upload documents to the wrong client. You can now quickly move these documents to a different client.