How to Enable Bulk Actions

Admins can enable specific bulk document actions from Admin > Settings > General Settings using any of the following checkboxes:

  • R&U Workflows
  • Delete Documents
  • State Change
  • Create Batch
  • Add to Binder

For enablement details for bulk document actions for sharing settings, see Enabling Bulk Actions For Sharing Settings.

If you enable the Document Archive feature, Vault automatically enables the Archive Documents and Unarchive Documents actions.

Extracting Relationship Types

Admins can generate a Vault Configuration Report to extract and view document relationship types. The Create Document Relationships only supports custom relationships, for example, supporting_documents__c.