Mass Coding

The Mass Coding allows the user to apply metadata to multiple documents at the same time. A room can be configured to allow both Causality Tracking and Mass Coding.

Steps to apply mass coding, follow these steps:

1. Click on the Mass Coding button displayed in the top menu bar to open the popup window to mass code all documents in the grid. A new window labeled Mass Coding will open.
2. Choose one of the two available options:
   • All records in the set – Applies mass coding to all records.
   • Select records – Allows manual selection of specific records.
3. Enter required details in Mass Coding Reason – Provide a reason for applying mass coding.
   • Category – Select the appropriate category.
   • Country – Choose the relevant country.
   • Document Type – Specify the document type.
4. Click Save to apply the changes or Click Reset to clear entered values, if do not wish to process Click Cancel to discard changes and exit the window.