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How to edit my Data in Bulk?
Updated over a week ago

Bulk Actions here to improve your productivity

 
Bulk actions allow you to manage and edit all your Veryfi Documents in bulk.
That’s 1+ Documents vs. the traditional one-by-one method.

Veryfi supports the following bulk options:

  • Category

  • Tags

  • Vendor

  • Payment

  • Billable

  • Customer

  • Reimbursable

  • Move

  • Archive 

  • Delete

Please Note: Bulk editing is supported inside the Veryfi web app only.

Step by step: How to activate bulk actions

1. Login to hub (web portal): https://app.veryfi.com/

2. Once logged in, navigate to Inbox > Documents (from left menu).

3. In the Documents view, you will see a prefix checkbox next to each document and one in the header.
– Pressing the top header one activates de/select all
– Pressing the individual one select a single document.
– Choose necessary action

 Bulk DELETE action is also available for 

  • Reports

  • Categories

  • Tags

  • Drives


Other Related Articles that might be helpful: 

If you have any additional questions, please reach out to our support: support@veryfi.com 

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