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How to Bulk Update Permission Levels on Documents
How to Bulk Update Permission Levels on Documents
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Written by Lucie Raoult
Updated over a week ago

When working in the Data Room, you may need to set permission levels for multiple documents at once. Follow these steps to bulk update the permission levels of selected files:

  1. Navigate to the Data Room of the chosen Fund.

  2. Select Multiple Files:

    • Using Shift and Click: Click on the first file, hold down the Shift key, and click on the last file to select a continuous range of files.

    • Using Control (Cmd on Mac) and Click: Click on the first file, hold down the Control (Cmd on Mac) key, and click on each additional file to select them individually.

  3. Right-click on one of the selected files to open the menu.

  4. Hover over “Set Permission Level” in the menu.

  5. Click on the chosen permission level. The updated permission levels will be applied to all selected files.

This method allows you to efficiently manage the access and visibility of multiple documents at once, saving you time and ensuring consistent permission settings across your files.

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