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Ideas & Enhancements
Categories General
Created by Guest
Created on Mar 20, 2021

Bulk change of Document Type on Case Docs Tab

Currently we can drag & drop/upload multiple files and bulk set the Document Type which is awesome. It would be nice to be able to bulk change the Document Type after the item is already uploaded.


For example someone mistakenly uploads multiple files to the Pleadings Document Type (Folder), then realized they should have been in the Photos Document Type (Folder). Currently, you have to change the Document Type for each document which can be time consuming.


Moving the documents in Sharepoint does not help either. When you move files in Sharepoint the document keeps the originating Document Type in the new Folder even after opening the file.

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  • Guest
    Jan 7, 2022

    This can now be accomplished by Bulk Actions, Edit, Fields, Doc Type.