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Video: Document Date Batch Updates

Batch Updates can be used to update profile fields of multiple documents in a single operation. This makes document management more efficient, allowing you to apply a single document date or service dates to several documents at one time.

Batch Coding is performed using Primafact List Views.  This video shows how to apply a single document date to multiple documents in a Case Binder Tab, using the Folder View. 
 

NOTE: Be careful when Batch Updating – there is no utility to automatically revert to prior coding if you make a mistake.