When you want to assign a Document, Issue, Workflow or Workflow Category code to multiple documents, you can do this by searching for the documents and then updating them with one or more codes at the same time.
To assign codes to multiple documents:
Search for the documents you want to assign the code(s) to using a Quick or Advanced search.
When the documents appear on the Search Results page, click the Select All link at the top of the page to select the check boxes next to all records found. If you want to update only selected documents, select the check box next to those records.
Select the Change Data action.
The following options are available for each code type Documents, Issues, Workflows or Categories.
To add additional codes to the selected documents, type the code or click the lookup icon to select from the list of available codes and then select Append.
To remove the existing code(s) and add additional codes, type the code or click the lookup icon to select from the list of available codes and then select Replace.
To remove the existing code(s) from the selected documents, leave the code field empty and select the Clear radio option next to appropriate code type.
Click the Save button to assign the new codes to or remove existing codes from the selected records.
Click OK to clear the selected records or click Cancel to leave them checked.
In addition to assigning or removing codes, you can also use Change Data to update the Assigned To, Review and Expire Dates, Directory, Status, or Envelope for the selected documents.