Update Fields
If you have the permissions to do so, you can apply the same coding changes to multiple documents at once. Fields available for bulk updating are established by your site administrator.
To apply coding to several documents at once:
Select your records in the Results page using the checkboxes.
Click the Update Fields button.
Expand the Field Name menu and select your field. The type of field you select determines your next options.
Single-Value Fields
Single-value fields only allow for one coding choice. In the coding form, these fields are typically option button fields. When bulk updating a single-value field, the options are Change To and Make Empty.
To change the value for your chosen documents and field, click Change To, and then select the value using the To Value menu.
If you want to delete all data in the field, select Make Empty in the Action menu.
Click the Add button to move the changes to the Fields to Update section, and when ready, click the Update Fields button.
Multi-Value Fields
When updating a multi-value field, options include Append To, Change To, Replace Value, Make Empty and Remove.
Select Append To to add to values already selected and saved in your selected documents. For example, if the Issues field has been coded as Liability, and you have determined that Fraud also applies, click Append To in the Actions list.
Move the value from the Available Values list to the Selected Values list using the Right Arrow button adjacent to the value. You also remove a value or move all the values using the center triangle buttons.
Click Add to add the bulk update query to the Fields to Update section.
Select the Change To option to delete the value, or values, that already exist in the field and enter a newly chosen value. For example, if the Issues field were coded with one or more values already selected and saved in your documents, those values would be cleared, and only the value you select will be applied to the Issues field in all the documents you selected for bulk updating.
Important: Remember that using this action will delete the values currently saved for the field and use the new value you’ve chosen.
Use the Replace Value option to replace an already saved value with another value, much like a find and replace action is used to correct a word or phrase. If the field value to be replaced isn’t saved in the document, the replace will not occur.
It is important to remember that Replace Value is only available in multi-value fields.
As with single-value fields, you can delete all data in the field by selecting Make Empty in the Action menu.
To remove specific values from a field, select Remove in the Actions menu and select the value or values.
Whether updating a single- or multi-value field, use the Related/Attached checkbox to include related documents in your update statement. This will apply your changes not only to the selected documents but also to any documents that are linked as related to the selected documents (attachments, parent, other documents designed as related). Please note that the documents must be specifically linked as Related for this to apply.
Click the Update Fields button.
Locate the status of your job by clicking the Jobs button and selecting Folder/Field Updates at Jobs.