How to Bulk Update Documents to Read-Only

To make all documents in your portal workspace read-only, please follow the instructions in this article. Instructions will also be provided for making specific sets of documents read-only.

Steps to make all documents in the workspace read-only:

1. Open the Documents tab.
2. Ensure the Category Type field is set to ‘All Categories’.
3. Click the checkbox in the top left corner to select all documents.

4. Once all documents have been selected, click the ‘EDIT’ button.

5. Select the ‘Enable Read Only’ setting and ‘Submit’.

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Steps to make a select group of documents in the workspace read-only:

Note: This will only be applicable if the documents you’d like to make read-only have at least one category assigned to them.

1. Open the Documents tab
2. Ensure the Category Type field is set to ‘All Categories’
3. Use the ‘Filter Categories’ drop-down to specify the documents you want to make read-only.

4. Once the filter is applied, click the checkbox in the top left corner to select the documents.

5. When the documents are selected, click the ‘EDIT’ button.

6. Select the ‘Enable Read Only’ setting and ‘Submit’.