When working in the Data Room, you may need to edit Document Type for multiple documents at once. Follow these steps to bulk update the Document Type of selected files:
Navigate to the Data Room of the chosen Fund.
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.
Right-click on one of the selected files to open the menu.
Hover over “Set Document Type” in the menu.
Click on the chosen Document Type. The updated Document Type will be applied to all selected files.
This method allows you to efficiently manage the classification of multiple documents at once, saving you time and ensuring consistency across your files.