Streamlining Documentation with Empress' Bulk Update

Guides & Tutorials
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Introduction

Welcome to our comprehensive guide on the Bulk Update feature in Empress. This user-friendly tool offers a streamlined approach to managing your documentation. Let’s dive in to understand how to best utilize this feature in your everyday business operations.

Understanding the Bulk Update Feature

The Bulk Update feature is a time-saving tool that allows you to simultaneously update a specific field across multiple documents. This functionality is particularly useful when you need to apply the same change to numerous documents, thus eliminating the need for manual, individual updates.

For example, imagine you’ve created 20 quotations with ‘All Territories’ selected, but now require to change the Territory to ‘France’. Instead of updating each quotation individually, the Bulk Update feature lets you apply this change to all quotations in one simple action.

Accessing the Bulk Update Feature

To access the Bulk Update feature, follow these steps:

  1. Start on the Empress Home screen.
  2. Click on the ‘Settings’ option.
  3. From the drop-down menu, select ‘Bulk Update’.

How to Use the Bulk Update Feature

Once you’ve navigated to the Bulk Update feature, follow these steps to update your documents:

  1. Select the type of document you wish to update (e.g., Quotation).
  2. Choose the field you want to change (e.g., Territory).
  3. Input the new value for the selected field.
  4. If necessary, specify any conditions that apply. For instance, if you only want to update draft documents, you can set the condition as ‘status=“Draft”’.
  5. Determine the number of documents you want to update (e.g., 10 Quotations).
  6. Click on the ‘Update’ button to apply the changes.

Please Note: The Bulk Update feature can only modify fields that are typically updatable at a given stage. For instance, you won’t be able to update the ‘valid till’ date field for submitted Quotations.

Conclusion

The Bulk Update feature in Empress is a powerful tool that can significantly enhance your productivity and streamline your documentation tasks. By mastering its use, you can make more efficient use of your time, allowing you to focus on other important aspects of your work.

For additional assistance or information on other Empress features, please refer to our non-technical resources or reach out to our support team.