Note: Bulk assign / bulk edit is only available inside the Web app Veryfi product.
How to bulk assign using Veryfi's hub (web app)
Login to web portal: https://app.veryfi.com/
Once logged in, navigate to Documents (from left menu).
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 and
– Pressing the individual one select a single document.Then press the bulk action you want to apply to the selected documents.
Make the right corrections and you are done. It’s that simple.
Watch this 3 min video for more details:
Other Related Articles that might be helpful:
How do I move Documents to a different Profile or Team member?
Old receipts? Let's archive them
Categories vs Tags
Bulk Upload into Veryfi using Dropbox, Box or Google Drive
If you have any additional questions, please reach out to our support: support@veryfi.com