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How to Perform Bulk Actions in OpenKM

Bulk Actions in OpenKM allow users to manage documents and folders efficiently. This feature enables you to execute operations like move, copy, delete, or assign metadata to multiple items simultaneously.

In this tutorial, we’ll explore how to use bulk actions in OpenKM step by step. Moreover, we’ll highlight practical use cases for managing large volumes of files across various folders.

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Selecting Items for Bulk Actions in OpenKM

First, choose multiple nodes within the OpenKM interface. Then, click the Bulk Actions button. As a result, the selected documents or folders will be added to a centralized list, ready for processing.

You can continue adding items from different locations. This flexibility allows you to operate across several directories at once.

What You Can Do with Bulk Actions

The Bulk Actions in OpenKM menu offers options such as move, copy, delete, lock, and unlock. These actions apply to every item selected, saving time and reducing repetitive steps.

In addition, you can manage keywords, categories, and metadata groups in bulk. This unified approach improves consistency across your documentation system.

How to Move Files Using Bulk Actions

Select the files you want to move and choose the destination folder. Then, initiate the move. Once completed, OpenKM updates the path for each document automatically.

Afterward, refresh your view. You’ll see that all documents now reside in the target directory, confirming a successful transfer.

Applying Keywords to Multiple Documents

Bulk Actions in OpenKM also let you assign keywords to many files at once. Start by selecting the documents, then choose “Add Keyword,” enter your term, and apply the action.

To confirm, open one of the updated files and view the Properties tab. You’ll see the keyword has been added successfully.

Using Categories with Bulk Actions

You can also assign categories to groups of documents. For example, select several reports, pick a category such as “Finance,” and run the bulk update.

As a result, all selected documents will be uniformly categorized, enhancing retrieval and filtering later.

Adding Metadata Groups to Documents

To apply metadata, choose a metadata group, fill in any required values, and confirm the operation. The metadata will be attached to all selected documents.

Once completed, check the Metadata tab in any of the affected files. You’ll find the newly added group and values recorded accurately.

Why Use Bulk Actions in OpenKM

This functionality is especially helpful for document managers and administrators. It reduces manual work and ensures a uniform structure across documents.

Moreover, applying Bulk Actions in OpenKM during migrations, audits, or updates keeps your repository organized and secure.

Conclusion

Bulk Actions in OpenKM streamline document operations by enabling mass updates with just a few clicks. Whether you need to relocate files, apply metadata, or ensure standardization, bulk tools simplify the task dramatically.

To explore more features, visit the Document Management System – OpenKM.

Ready to improve your company’s efficiency with effective document management? Contact our team and let us guide you through the process.

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