Is there someway to bulk categorize (CSuite new feature) the file attachments?
Is there someway to bulk file categorize? With the new file category for attachments clean up is overwhelming to tag each attachment into the appropriate category. Even if we could drag and drop into a category, right now we have to edit each and every file attachment.
Sally Weldon commented
So many attached files need to be categorized into the same type. If there are 15 fund statements from our legacy system that need to be categorized into the Fund Statement "folder" should be able to be categorized to all 15 files at once. Select the 15 and select the category. Or the drag and drop Michele suggested would be good too!
We're really appreciative of the new file folders but the project of going back and categorizing all the attached files is proving to be incredibly cumbersome because we have to open each attached file and edit. Some sort of bulk edit ability, similar to the bulk upload would really help.