Updating document details in bulk | FundCentre Reporting

Applies to: General partners
 

You can update the type and publish date for documents in bulk.

I want to

• Bulk update document type 
• Bulk update publish date

Steps

Bulk update document type

You can bulk update document type for documents which are not associated with any postings. 

1. In the left pane, click Documents.
2. Select the documents for which you want to update document details.
3. To update the document type, click Update Type at the bottom of the screen.
4. Select the Document Type from the dropdown menu.
5. Click Confirm.

You can view the changes in the Bulk Actions grid.

Bulk update publish date

You can update the publish date for published LP documents.

1. In the left pane, click Documents.
2. Select the documents for which you want to update document details.
3. To update the publish date, click Update Publish Date at the bottom of the screen.
4. Select from one of the following options - Set publish date to Effective Date or Set publish date to a specific date.
5. Click Confirm.

You can view the changes in the Bulk Actions grid.

Additional information

• Deleting documents