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.