✏️ How to Bulk Edit, Publish & Archive Documents

Navigate to the Documents module.
Select the documents you want to update by clicking the checkboxes on the left side of each row. A bottom action bar will appear showing the number of selected documents and three available actions: Edit, Publish, and Archive.
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, Team, 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.

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