Mass Assign Documents
How to Bulk Assign Documents to User Groups
- Click the tag icon to see currently attached groups
- Click Attach Groups at the top of this window
- Select the group you wish to attach
- Click Confirm to assign the document to all users within that group
How to Delete a Document
- Click the trash icon beside a given document
- 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:
- Click the Assign Document button
- Search or filter the list of users if required
- Click the checkbox beside a user to select them
- Enter a due date for each user, or set a global due date for all selected users
- 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.