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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 content items (documents, questionnaires, or campaigns), as shown below.
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With content items in draft or collaboration selected:
With content items in review selected:
With content items in approval selected:
With pending content items selected:
With approved content items selected:
Each of these options is explained below.
Send to Draft. The selected content items in Review or Approval are sent back to Draft status. Owners are 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 content items to the Collaboration (writing) status. Owners are notified of the status change, and assigned writers receive a task notification.
Submit for Review. Immediately moves the selected content items 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. Owners are notified of the status change, and assigned reviewers receive a task notification.
Submit for Approval. Immediately moves the selected content items 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. Owners are notified of the status change, and assigned approvers receive a task notification.
Set as Approved. Immediately moves the selected content items in Draft, Collaboration, Review, or Approval status into either Pending or Published/Started status, depending on each item's publication/start date. If the publication/start date has passed, the item is moved to Published or Started status. If the publication date is in the future, the item goes to Pending status. Owners are 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 content items you set as approved are currently within the warning period for the next periodic review date, the review date that owners have 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 content items to the Archived status. Any assigned writers, reviewers, approvers, or assignees who have not yet marked the documents as read or completed the questionnaire or campaign will be notified that they no longer need to complete their tasks.
Submit for Periodic Review. Immediately assigns owners a periodic review task.