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✏️ How to Bulk Edit, Publish & Archive Documents

Update, publish, or archive multiple documents at once from the Documents Module


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  1. Navigate to the Documents module.
  2. Select the documents you want to update using the checkboxes on the left of each row. An action bar will appear at the bottom of the page showing how many documents are selected, along with three actions: Edit, Publish, and Archive.
  3. Select the action you want to perform:
    1. Edit: Click Edit to open the Edit [X] documents dialog.
      • Use the Field dropdown to select the field you want to update. Available fields include Type, Sites, Document Owner, Teams, and Programs.
      • Set the new value in the Change to field.
      • To update additional fields in the same action, click + Edit another field and repeat.
      • Click Apply changes to save.
    2. Publish: Click Publish to open the Publish [X] documents dialog.
      • Version: Enter a version number (required, e.g., 1.0).
      • Expiry Date: Optionally pick an expiry date using the date picker.
      • Republish linked forms with these versions: Check this box to republish any forms linked to these documents at the same time.
      • Click Publish to confirm.
    3. Archive: Click Archive to archive the selected documents.

Every document you select is published under the same version number and expiry date. If your documents need different values, publish them in smaller batches.