Bulk tag documents

You can bulk tag documents by adding, appending, replacing, or removing values from fields listed in a coding form. Any coding form is applicable, including the Default Coding Form. You can perform the following actions when bulk tagging documents.

  • Code a field value.

  • Append values to Multiple Choice or Long Text fields.

  • Remove specific values from Multiple Choice fields.

  • Replace existing values with new values in any field.

  • Clear values from any field.

  • When you allow users to add values to single or multiple choice fields in a coding form, you can bulk add values to those fields.

Perform the following procedure to bulk tag documents.

  1. In the Main Menu, select Review.

  2. Select the documents to tag.
    • To select specific files, select one or more documents.
    • To select all files, in the pane, click .
  3. In the pane, click .

  4. In Tag, select a coding form from the list.

  5. Modify the tag values as needed.

    • To code any field or replace the existing field values with new values, in the Modify drop down list, choose Replace All. Then, depending on the type of field, select one or more values, supply the date, or supply text as the field indicates.

    • To append values to Multiple Choice and Long Text fields, in the Modify drop down list, choose Append. Then, depending on the type of field, select one or more values or supply the text.

    • To remove specific values from Multiple Choice fields, in the Modify drop down list, choose Remove. Then, select the value(s) that need to be removed.

    • To clear all values from any field, in the Modify drop down list, choose Clear All.

    • When appending or replacing values, you can add values to a single choice or multiple choice field that accepts values. Do the following steps to add values.

      1. Click the Pencil icon at the top of the form.

      2. In the Modify drop down list, choose Append or Replace All, as applicable.

      3. Enter a value in the box.

      4. Click .

  6. Click Submit.

  7. You can view the bulk tagging job status and details in the JOBS and Jobs Overview pages.