Mass Assign Documents

How to Bulk Assign Documents to User Groups

1. Click the tag icon to see currently attached groups
2. Click Attach Groups at the top of this window
3. Select the group you wish to attach
4. Click Confirm to assign the document to all users within that group

How to Delete a Document

1. Click the trash icon beside a given document
2. Click Confirm to permanently delete the document

How to Assign a Document for Review (Bulk Assign)

To assign a document to a user, first locate the document you wish to assign within your Document Library then click the person icon beside the document.

This will display a window that will let you see all current assignments for this document, as well as add or remove an assignment. 

To assign the document:

1. Click the Assign Document button
2. Search or filter the list of users if required
3. Click the checkbox beside a user to select them
4. Enter a due date for each user, or set a global due date for all selected users
5. Click Confirm to assign the document to the selected users

You can now view all your assigned documents by clicking the Assigned Documents tab at the top of the page.