Introduction
Welcome to this user-friendly guide on Bulk Renaming of Records, one of the useful features in the Empress system designed to streamline your data management processes. In any business, keeping your data organized and up-to-date is crucial for smooth operations. Whether you’re rebranding, implementing new naming conventions, or simply cleaning up your data, Empress’s Bulk Renaming feature offers a practical and efficient solution.
Renaming a Single Record
Before we dive into the bulk renaming, let’s first understand how to rename a single record. Here’s how you can do it:
- Navigate to the document you wish to rename.
- Select Menu > Rename.
Please note that the renaming option is available only for the documents that are set to allow renaming.
Bulk Renaming of Records: Accessing the Rename Tool
To rename multiple records simultaneously, Empress equips you with a special Rename Tool. This tool can be accessed through:
Home > Settings > Rename Tool
The Process of Renaming Multiple Records
To rename multiple records at once, you’ll need to prepare a .csv file. This file should have the existing names in the first column and the new names in the second column. Once you’ve prepared and uploaded this file, click on the Upload button. The system will then process the file and rename the records as per your instructions.
Merging Documents for A Cleaner Database
Apart from renaming, Empress also empowers you to merge duplicate records, thereby further enhancing your data organization. If you have two records for the same entity, like ‘Steve’ and ‘Steve1’, you can combine these into a single record.
Just go to either record, select Menu > Rename, and check the ‘Merge with existing’ box. This will consolidate all linked documents of the two records into one, eliminating the duplicate.
Conclusion
The Bulk Renaming of Records feature in Empress is a powerful tool for effective data management. By enabling you to rename or merge records in bulk, it saves you time, reduces errors, and keeps your database clean and organized.
For more assistance, please refer to other non-technical resources or reach out to our support team. Happy organizing with Empress!