Note: Bulk assign / bulk edit is only available inside the Web app Veryfi product.

How to bulk assign using Veryfi's hub (web app)

  1. Login to hub (web portal):

  2. Once logged in, navigate to 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 and
    – Pressing the individual one select a single document.

  4. Then press the bulk action you want to apply to the selected documents.

  5. Make the right corrections and you are done. It’s that simple.

Watch this 3 min video for more details:

How do I move Documents to a different Profile or Team member?
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Bulk Upload into Veryfi using Dropbox, Box or Google Drive

If you have any additional questions, please reach out to our support: 

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