Edit the Properties of Multiple Documents

You can edit up to 100 documents in a basket using the Bulk Edit Properties feature. You can update the assigned document pools, entity attributes, and the current version information. When you bulk edit documents in this way, it applies the same updates to all selected documents.

The following documents cannot be edited: Documents undergoing approval, DLM documents, Revit documents, documents originating from Deltek Collaboration and Engage, documents that are checked out, archived documents, and any documents that you do not have write permissions on.

To edit the properties of multiple documents:

1. Navigate to the Information Zone, or the Documents tab on an entity record.
2. Click the Basket tab.
3. From the Current Basket list, select the basket that you want to edit documents from.
4. Click Bulk Edit Properties.
5. Optional: On the Edit Properties window, update the document pools where the documents are published to.
6. Optional: In the Select Attributes pane, update any attributes for the documents.
7. Click Next.
8. Optional: To modify the version details or comments for the current version for the selected documents, click the respective icon, and then enter your text in the relevant field.
9. When you are ready to save your changes, click Finish.