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

This document will show KB Admins how to search for multiple documents in support of making batch changes.

Search For Your Documents

  1. To navigate to a 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.

    Screenshot showing the input fields and search filters on the batch tool pages
  3. Click on the Go button.

  4. After clicking on the Go button, the document results will appear with check boxes next to them in the Select column in the far right (as referenced by red circle in the image below). You may select them individually or select them all at once by clicking on the Select All button.

    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 that you have write access to.

  5. Under that table of documents, the batch change options will appear. Select the appropriate selections from the dropdown menus in this table.

Keywordssearch access change bulk multiple documents modify mass Batch Update quick view quickview Quick view Quickview group transaction batch change function append prepend reset remove re se   Doc ID111812
OwnerLeah S.GroupKB User's Guide
Created2021-06-21 12:08:11Updated2023-04-21 11:44:09
SitesKB User's Guide
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