Did you know you can apply or remove tags across multiple Document Notes simultaneously from the Document Library or within a client record?
When you introduce a new tagging system or update your compliance categories, going backward to update years of historical client notes one by one is a huge task. Bulk modification in Xplan lets you clean up or re-index historical client data in no time at all.
Navigate to the Document Library or the client's notes screen and apply your filters to find the notes you want to change.
- Select the checkboxes next to the relevant notes.
- Click the action dropdown menu and choose Bulk Action > Change Tags > Add Tags or Remove Tags.
- Select the tags you want to modify and click OK.
If you select more than 50 notes, Xplan processes this as a background job and sends a notification when finished.
You can read more about note tagging here:
A guide to tagging your Document Notes
