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Bulk edit Document Index
Bulk edit Document Index

Learn how to bulk rename or renumber files and folders

Christine Wong avatar
Written by Christine Wong
Updated over a week ago

ℹ️ This feature is only accessible to Admins.

Admins can quickly rename and renumber the document index using the bulk edit tool, which clearing up the time spend of administrative tasks. If updating just a few items, refer to Rename Deal Room files or folders online help page.

1. How to open bulk edit tool

  • Go to Manage Documents > top right Actions > Bulk Edit.

2. Document preparation

  • Follow the on-screen instructions to download the Excel version of the index.

  • Open the excel file, simply make edits to the cells in column C (Number) and column D (Name).

  • Once ready, proceed to click Next to upload the updated Excel file.

⚠️ Good to know: The bulk edit template is protected, allowing editing only in columns C and D and with no capability to delete or insert columns or rows.

3. Review and finalise edits

  • Drag and drop the updated excel file or select a file to upload.

  • Click Next to review modifications.

  • If satisfied with the review, proceed to click Next to finalise edits and hit the Bulk edit button to put the changes into action 🥳

💡Tip: Before clicking the Bulk edit button, download the latest Excel version of your index from the screen. This gives you a snapshot of how things look before the changes are made. It's handy if you want to undo or compare the changes later on.

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