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How to Bulk Edit Documents in Contract Insight

Anisha Dahal avatar
Written by Anisha Dahal
Updated over a month ago

Bulk editing in Contract Insight allows you to update multiple documents at once, saving time and ensuring consistency. Follow these steps:

Step 1: Navigate to the Contract Insight Page and Go to the section/folder where your documents are listed (e.g., "PEI Student Contract").

Step 2: Check the boxes next to the documents you want to edit. and Click the "Bulk Edit" button at the top of the page.

Step 3: In the "Bulk Edit" pop-up window, select the field you want to modify (e.g., Course Type, Student ID, Completion Date).

Step 4: After selecting the field, choose or enter the new value.

If the field has predefined options (e.g., Full-Time or Part-Time for Course Type), select the desired option.

Step 5: Click the "Save" button to apply the changes.

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