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Bulk Edit Custom Data on Documents

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Level 10

5/18/17

Currently, with documents, if you want to edit custom fields on documents, you have to go 1-by-1 and add the custom form, then fill out the custom field data.

It would be so much better if you could in-line edit the custom fields just like you can do in a task list or project list.

With the process being so time-consuming and easy for users to overlook, we have great trouble getting custom data entered consistently.

3 Comments

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Level 4

7/10/17

I spent a good hour last week editing custom data on project documents, one at a time. I could have done it in seconds on a task or project. It was all exactly the same information but I had to do each one individually. Very time consuming.

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Level 5

1/7/22

This! I have a specific custom form for documents that users do need to go to individual projects for (to add the documents) but it would be so nice if they could bulk edit the document's custom form fields there instead of one by one. It is really inefficient and slows us down a lot.