Library cards can be updated both individually and in bulk when changes are required. To begin making changes, navigate to System Menu > Library > Manage Library.
Individual Documents
To make a change to an individual library document, find the document in the grid and click the pencil icon under "Tools." From the edit form, values in the "Document Card Info" section, including (but not limited to) the associated affiliate(s), document type, associated company, and keywords, can be modified as needed.
To disable a library card, click the trash bin icon under "Tools". If a disabled library card should be permanently deleted, click the "X" icon under "Tools". Note that the library card must first be disabled before it can be deleted. A disabled library card can also be re-enabled if required.
Multi Documents
To make a change to multiple library documents simultaneously, select the applicable documents from the grid and click "Export to CSV" above the grid. To select files in bulk, use the "Select all" boxes in the bottom right.
Once exported, values in the spreadsheet, including (but not limited to) the document type, associated company, and keywords, can be modified as needed. To disable an active library card, type "disabled" in the "Status" column. To permanently delete the library card, type "DELETE".
As a reminder, any columns with an asterisk are mandatory.
There are two columns that cannot be modified (indicated by the suffix "(Do not Touch)"): the Library ID number, and the File Name.
After the desired change(s) have been made, re-upload the CSV using the "Import from CSV" button above the grid.
