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There are several bulk editing actions available on the Bulk Actions menu.
The options you see depend on the status of the selected documents or questionnaires, as shown below.
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With documents/questionnaires in draft or collaboration selected:
With documents/questionnaires in review selected:
With documents.questionnaires in approval selected:
With pending documents/questionnaires selected:
With approved documents/questionnaires selected:
Each of these options is explained below.
Send to Draft. The selected documents/questionnaires in Review or Approval are sent back to Draft status. The document owner is notified of the status change, and any assignees in the current status (before sending back to Draft) who have not finished their tasks are notified that they no longer need to complete those tasks.
Submit to Writers. Immediately moves the selected draft documents/questionnaires to the Collaboration (writing) status. The document owner is notified of the status change, and assigned writers receive a task notification.
Submit for Review. Immediately moves the selected documents/questionnaires in Draft or Collaboration status into Review status, skipping any assigned writers who have not completed their tasks and notifying them that they no longer need to complete the tasks. The document owner is notified of the status change, and assigned reviewers receive a task notification.
Submit for Approval. Immediately moves the selected documents/questionnaires in Draft, Collaboration, or Review status into Approval status, skipping any assigned writers or reviewers who have not completed their tasks and notifying them that they no longer need to complete the tasks. The document owner is notified of the status change, and assigned approvers receive a task notification.
Set as Approved. Immediately moves the selected documents/questionnaires in Draft, Collaboration, Review, or Approval status into either Pending or Published status, depending on each document's/questionnaire's publication date. If the publication date has passed, the document/questionnaire is moved to Published status. If the publication date is in the future, the document/questionnaire goes to Pending status. The document owner is notified of the status change. Any assigned writers, reviewers, and approvers who have not completed their tasks are skipped and notified that they no longer need to complete their tasks.
Important: If any of the selected documents/questionnaires you set as approved are currently within the warning period for the next periodic review date, the review date the document owner has already been warned about will be reset to be at the end of the next review interval. See Next Review Dates after Setting as Approved for more information.
Archive. Deactivates and moves the selected documents to the Archived status. Any assigned writers, reviewers, approvers, or assignees who have not yet marked the documents as read or completed the questionnaire will be notified that they no longer need to complete their tasks.
Submit for Periodic Review. Immediately assigns the document owner a periodic review task.