When working with Documents, it is often necessary to change characteristics of multiple documents in a single process. Synergy Enterprise provides the ability to make updates to various documents.
To begin this process, it is necessary to do a search in Synergy Enterprise under documents. Once the search results have been displayed, there is a button at the top of the screen – “Maintenance”.
Click on this button, and you will see that you can modify the following fields, rights and tags:
- Security Level
- Edit Rights
- View Rights
- Add Tags
Once the selections have been made, click on the “Update” button to complete the process. It may take a short while if many documents are to be changed in a single process.
This process cannot be undone, so you should make sure that the correct selection of Documents and fields. I also suggest that you filter your selection for the first time and try it on a few documents, before doing a mass change.