Mass Edit

Mass Edit is a tool for updating descriptive fields for multiple Record Series, Content Types, or Repositories. Instead of updating records individually, Mass Edit makes updating multiple records faster, easier, and more consistent.

For example, if a department name changes, you can update the Department for several records record series. Or you can change the Status of multiple content types to Inactive.

Mass Edit is a paid feature. To enable, please contact Support.

If the Mass Edit feature is enabled, users with the Administrator role can perform a Mass Edit to update field information for multiple Record Series, Content Types, or Repositories.

Users with the Records Manager, Content Manager, or IG Manager role can perform a Mass Edit on the tabs they have full control of. For example, a Records Manager can perform a Mass Edit on the Record Series tab.

  1. On the Record Series, Content Types, or Repositories tab, click Mass Edit at the bottom of the page. The Mass Edit Records page displays.

  2. In the grid, click to select two or more items or SHIFT click to select a range of items.

  3. Click Mass Edit. The Mass Edit page displays.

  4. In the field(s) enter or select the information you want to apply to all the selected items. This field information will override any existing information for the corresponding field. For example, in the Is Vital? field if you select Yes for a group of record series, this setting will apply to all the selected record series.

  5. Click Next. The Mass Edit confirmation page displays.

  6. Review your proposed updates.

    • To review an item (for example, a record series) before making an update, you can click the name of an item to open the item in a new tab.

    • To view the details about the proposed updates to an item (for example, a record series), you can click the arrow before the item name.

  7. To update the mass edit, click Back. The Mass Edit page displays, and you can make changes. Click Next when finished.

  8. When you're ready to update the items, click Confirm.

  9. Click Close. The grid on the Record Series, Content Types, or Repositories tab displays the updates. The Audit Trail on the Details page for each item will also display any updates.