KB User's Guide - Documents Tab - Using the Batch Tool Search

ImportantInformation symbol

These procedures require full administrative permissions within your space. You must have access to the Documents, Settings, and Users tabs before proceeding.

This document explains how to search for multiple documents in support of making batch changes.

Search For Your Documents

  1. To navigate to a specific batch tool in the KB Admin Tools, click on the Documents Tab and click the appropriate link in the left navigation bar. The steps in this document specifically apply to:

    • Batch Update
    • Batch Access Change
    • Batch Transfer

    Screenshot showing the group of left-hand navigation links that include the three batch tools

  2. If you already know the document ID number(s) you would like to update, enter them in the Comma delimited doc ids field. Otherwise, you may use the available search filters to populate the list of documents.

    In addition to searching with terms and specifying the search field, you can filter by topic, audience, status, owner, or campus access.
    • Note: If the search filters on this page are not sufficient, you can return to the main documents table to use a larger set of search filters. The comma-delimited list of returned document IDs will be displayed at the bottom of the page and can be copied and pasted into the appropriate batch tool.

      You may also use the Find and Replace to narrow down your document set.

  3. Click on the Go button.

  4. After clicking Go, the matching documents are displayed in the results list. A check box appears next to each document in the Select column on the far right (highlighted in red in the image below). You can select documents individually by checking their corresponding boxes, or select all displayed documents at once by clicking Select All.

    Screenshot showing the checkboxes in the "Select" column on the right side of the table, with two of three documents checked
    • Note: You will only see results for documents to which you have Write Access.

  5. The batch change options will appear under the table of documents. Choose the appropriate selections from the dropdown menus in this table.



Keywords:
search access change bulk multiple documents modify mass batch update quick view quickview Quick view Quickview group transaction batch change function append prepend reset remove batch access change batch transfer 
Doc ID:
111812
Owned by:
Leah S. in KB User's Guide
Created:
2021-06-21
Updated:
2026-09-17
Sites:
KB User's Guide