Mass Coding

The Mass Coding function, allows the user to apply metadata to multiple documents at the same time. A room can be configured to allow both Causality Tracking and Mass Coding.

To apply mass coding, follow the steps below.

1. Click on the Mass Coding button displayed in the top menu bar to open the popup window to mass code all documents in grid.
2. Otherwise, select an individual document and clicking on the Mass Coding button.
3. Mandatorily enter the reason in the Mass Coding Reason* field
4. Additionally, select the fields to update by clicking on their respective checkboxes.
5. Click on the Save button displayed at the bottom of the popup window.

   

6. On the Confirm Mass Coding confirmation popup, click on the Yes button.

   

Important

• If no document is selected from the grid, the Mass Coding window displays All Records in set selected by default.
• If an individual document is selected, the Selected Records radio button is selected by default.
• Alternatively, the user can also drag-drop the documents in document cart and select the Mass Coding option from the Actions dropdown menu.

Alternatively, the user can also drag-drop the documents in document cart and select the Mass Coding option from the Actions dropdown menu.