Bulk updating metadata in Document control

2 minutes
1 month ago
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Users can complete updates to multiple files and documents in documents control in the following ways:

  • Users can multi-select files in Document Control to make bulk updates to specific fields.
  • Users can also complete multiple bulk updates by importing an updated metadata csv/excel document.

Making bulk changes directly in Document control

Follow the steps below to make bulk updates in document control:

  1. In Newforma Konekt, open the desired project.
  2. In the main menu, under Project menu, select Document control.
  3. Select the checkboxes next to the files you want to make changes to.
  4. Select the Edit icon that appears at the top of the screen. The Multi Edit window will open.
  1. You can make changes to the following fields and dropdown menus: Size, Discipline, Revision purpose, Scale, Type, Suitability.
  2. Click Apply to make the changes to all the documents you have selected.
  3. You can view the changes you made right clicking the list, selecting Open details and clicking History.

Making bulk changes by eporting a CSV file

  1. In Newforma Konekt, open the desired project.
  2. In the main menu, under Project menu, select Document control.
  3. Select the checkboxes next to the files you want to make changes to.
  4. Select the Export icon that appears at the top of the screen to export the list into an easily editable CSV file.
  5. Make the desired changes to the CSV file, and save.
  6. Click on the Import metadata icon at the top right of the screen to import your modified CSV file. The Import metadata window opens.
  1. Click Browse and select a file, then select your date format from the available options, and click Next. The Preview import window will open.
  1. Preview the CSV file and look for any errors or changes you would like to make.
  2. You can return to your downloaded CSV file and make changes as needed. Click Upload corrected file at the bottom of the page when your changes are complete.
  3. Click Import at the bottom right of the screen to import the final CSV.
  1. You can view the changes you made right clicking the list, selecting Open details and clicking History.

Limitations

The bulk changes feature has the following limitations:

  • Bulk changes do not include additional or configurable columns/metadata.
  • Import and bulk updates can handle up to three thousand (3,000) lines at this time.

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