This document will show KB Admins how to efficiently update documents. The Batch Update Tool options include all fields in the document editor.
Note: You may refine your search to obtain a specific set of documents and their comma delimited Document IDs.
At any time, you may click on the triangle on the left of the Document Title to see the to see the Document Quickview (e.g. the entire content of the document) without leaving the Batch Update screen.
In the image below, you will see 3 document ids in the Comma delimited doc id field. After clicking the Go button, all 3 documents are presented in a table below the search. The image below shows a circle around a downward pointing triangle which is displaying a read-only view of the document. Document Quickview (e.g. the entire content of the document) without leaving the Batch Update screen.
Choose documents versions of Draft and Active or documents versions that are only Drafts. A rubric is provided below to guide you through updating documents in holding a specific status.
Upon your selection, a text box with field-specific instructions will appear next to the field you have chosen to update. By not selecting any of the options from the dropdown menu, that field will remain unchanged.
If you are not finding what you need to make a Batch Change to Topics, please look at what our Batch Topic Assignment feature has to offer.
We strongly encourage a detailed description here for record keeping purposes. This description will appear in the Show Comments and Events section of each document the Batch Update is applied. In the image below, the red arrow is pointing to a description detailing the nature of the Batch Update.
If you expand the Show Comments and Events section of one of the documents included in the Batch Update, you will see the description along with the name of the person who made the update, plus the time and date stamp.
Once you have made your selection(s), we strongly encourage you to check the:
Once you are certain all your selections are accurate, click on the Submit button.
On a final note, documents will be updated 100 at a time.
For example, if you choose to update 398 documents at once, 100 documents will be updated at one time, then the next set of 100, then the next set of 100 and then the remaining documents until all your updates are made.
Only 100 documents are updated at a time to manage the load on our servers.