Bulk Move Documents - How do I bulk move documents?

Prompt Support Updated by Prompt Support

The following actions have a high impact on your organisation's data and are irreversible. Please proceed with caution.
Permissions Required: Prompt admin, Agency admin or Document Author

Ensure your origin Department and Section are active before completing the processes outlined in this article.

Bulk Move

The Bulk Move tab allows you to move all documents from one section to another or change all document types to another. Select the type of action you wish to perform, Change Document Location or Change Document Type.

Document Tab > Reassign > Bulk Move

Change Document Location

Select the origin Department and Section and select Search.

A list will appear of all documents that will be moved. Select the destination Department and Section and select Save

Note: You may use either of the two Save buttons in the window, one at the top of the list and another at the bottom.

Change Document Type

This option allows you to change all document types from your organisation to a different one. 

Choose the origin Document Type and select Search. A list will appear of all documents that are assigned to the selected document type.

Select the new Document Type and select Save. 

Note: You may use either of the two Save buttons in the window, one at the top of the list and another at the bottom.

A Success message will appear to let you know that the operation was completed

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