Checkboxes in EDM

Owned by Holley Vosburgh
Last updated: May 24, 2024
3 min read

FR

Administrators now have the ability to select and delete multiple documents simultaneously. This feature is available in each EDM section and applies to all file types, including listings, transaction reports, and transactions.

Administrators who previously had the ability to delete documents will retain their access.

How it works

  1. You have two options for selecting documents: either select all documents at once

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or choose them individually.

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  1. After making your selection, click on "Select Documents" on the right-hand side and then choose "Delete."

  1. A confirmation message will appear asking, Are you sure you want to delete your selection?

  1. All deleted documents can be accessed in the "Include Deleted Documents" section.

Note that no document can be permanently deleted.

 

As an administrator designated in the system to approve and reject documents, you will also possess the capability to delete a document using the checkbox selection feature.

 

Deletable items

All documents, regardless of their status as required or optional, can be deleted, even if they are empty.

Documents marked as required or optional, but which do not contain any files, will not appear in the deleted section. Instead, they will simply vanish.

 

Other Uses for Checkboxes

You can use the checkboxes as a reminder that you have already viewed the document in question before proceeding with the validation process.

For example, you can open all documents for validation. Once you've reviewed a document and used the checkbox, you can move on to review another document, and so forth.

 

 

If you have any other ideas or uses for this new feature, please share them in the comments below.

 

 

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