The ‘Bulk Update’ option enables users to update the details of multiple documents in bulk.
The following fields can be updated using this function:
Field | Description |
Folder | Used to categorise documents within Equinox. This helps users search and filter for particular documents within the system, either when viewing documents on an individual case or searching documents across all cases using the Report Generator. It is possible to customise the list of ‘Folders’ within your Equinox system. Please contact our support team for more information. |
Date/Deadline | Unless edited, this field defaults to the date the document has been uploaded to the system. |
Status | The ‘Status’ is used to generate system notifications for the user responsible for the document i.e. the user recorded in the ‘Attention of’ field. There are three statuses that can be applied to a document:
For more information on notifications please see the section on Document Notifications. |
Attention of | Record the user responsible for the document. Users will receive a notification about any documents marked for their attention that have a status of ‘Unread’ or ‘Outstanding’. For more information about document notifications, please see the section on Document Navigation. |
The steps below outline how to use the bulk update option:
- Open a case and go to the Documents tab
- Click ‘Bulk Update’ in the left-hand menu
- Use the tick boxes to choose which files you want to update
> Tick the box next to individual files to select them
OR
> Tick the box at the top of the list to select all files
4. Select the field you want to update from the drop-down list
> (Folder, Status, Date, Attention)
5. Enter the new data for the field you have selected
6. Click ‘Update’ to action OR click ‘Cancel’ to go back