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Using briefcase commands for batch actions

Performing actions on files in your briefcase

Once you've gathered documents in your Cognidox briefcase, you can perform batch operations on them — saving you time and effort.

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This video shows examples of batch actions you can perform using your briefcase.

 

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Selecting Documents

  • After running a search, you can select or unselect documents using checkboxes.

  • Once selected, add them to your briefcase via the Add to Briefcase shortcut.

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Available Briefcase Actions

Depending on your permissions, you can perform many actions, such as:

  • Apply Tags or Metadata to all selected documents

  • Set a Security Profile for multiple documents

  • Copy documents to another category

  • Move documents to a different category

Batch operations are ideal for efficiently managing large sets of documents across different categories.

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Quick Tips

  • Always double-check selected documents before performing actions.

  • Moving documents permanently changes their category — use carefully.

  • Use tagging to make future searches faster.

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Further information

Online help pages:

Other knowledge base articles:

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