Bulk Edit Data Fields
Upload documents to Contract Management and Document Intelligence.
Contract Management and Document Intelligence enables you to simultaneously edit a data field across multiple documents from the search results page.
This functionality helps you:
- Tag archived documents.
- Exclude documents.
- Simplify searches for documents with similar characteristics.
You can edit any data field in an individual document by selecting
Edit
on the Overview
tab. You can also create custom data fields on the Admin Console. For details, see Set Up Data Fields.Workday currently limits bulk editing to approximately 10,000 documents and bulk deleting or copying to 500 documents.
- ClickSearch.
- Run a search.
- Select the check boxes of the documents you want to edit.You can select theNamecheck box to select all documents on the page. You can also clickSelect all itemsto select all search results.
- From theActionsmenu, selectEdit Fields.
- From theData Fieldsprompt, select the field you want to edit.
- Select 1 of these options:
- Add to/Replace existing values. You must enter or select a new value for the field.
- Delete existing values. Contract Management and Document Intelligence deletes the value from all selected documents.
- ClickSave.
Contract Management and Document Intelligence updates all selected documents with the added, replaced, or deleted data fields you specify.