Batch-Apply Properties to Documents | Voters

Batch-Apply Properties to Documents

planned

LexWorkplace Product Team

The ability to select multiple documents at once (which exists now), and then batch-apply properties to all selected documents. Examples include adding a document Tag or applying a particular document Status or Type.

September 21, 2019

LexWorkplace Product Team

marked this post as

planned

Katelynn Brassfield

Please!! :) It would be so nice for all new LexWorkplace clients to be able to batch-update their uploaded documents to include Document Type. This optimizes your search engine features and would make Lex even more attractive to new customers.

LexWorkplace Product Team

Katelynn Brassfield: This is definitely on our radar/roadmap!

LexWorkplace Product Team

Merged in a post:

Bulk-Edit Tags, Status & Document Type (Spreadsheet View)

Cheryl Van Ackern

The ability to enter this information from the document list page rather than opening the properties page and then setting the specific information would be very useful and a substantial time savings.

This could work, for instance, as a 'Bulk Edit Mode,' where the grid/list view appears in a spreadsheet-like view.

August 15, 2022

LexWorkplace Product Team

This is a good idea, thankyou for sharing Cheryl. I'm going to update this Feature Request.

LexWorkplace Product Team

Cheryl--thank you very much for your input! This is definitely on our roadmap.

Cheryl Van Ackern

This feature would be very useful, especially when you have a group of documents that all move from "Need to Review" to "Approved" or "Submitted to Court" at one time.

LexWorkplace Product Team

marked this post as

open

LexWorkplace Product Team

marked this post as

planned