Bulk Updater: Edit the properties of your AODocs documents in your Spreadsheet

Bulk Updater is a web application that allows you to update in bulk the properties (also called metadata) of your AODocs documents. Only library administrators and super administrators can use Bulk Updater.

Before updating the properties of your AODocs library, you must first configure and run an export. 

Notes: Only the person who performed the export can run the update. You can share the spreadsheet with other users, who can update the values of the properties. However, these users get an error message if they try to run an update.

Important: If you want to apply filters based on columns in your spreadsheet, first make the hidden columns visible.

1. Open your exported spreadsheet.

You can do this in the Update tab, the Recent exports tab, or from the confirmation email you received when you ran your export.

2. Check the documents and values of properties exported in the spreadsheet.

In the spreadsheet:

• each row represents an AODocs document
• columns A and B are reserved for Bulk Updater – they're hidden by default and should not be modified
• the other columns hold values of the properties exported from AODocs, which you can modify
• the last two columns are reserved for Bulk Updater – they're used to give feedback after the update
• grayed out columns are AODocs system properties, read-only properties and workflow states – they can't be modified

A notification appears if you try to edit columns you shouldn't modify. You're recommended not to modify system parameters. The document update ignores modified system properties. 

3. Update the properties manually in the cells. You can update only the white columns.

Important: While updating the values of the properties in the spreadsheet, make sure you follow the formatting rules required by Bulk Updater. If you update the value of a property in an incorrect format, the document won't be updated. 

Notes about import speed:
- The time Bulk Updater takes to run the import mainly depends on the number of lines to update.
- Each line to update takes about 3 seconds (depending on how your domain is configured). 
- Skipped lines take less than a second.

4. Run the update. 

Tip: You can view your current and past updates and access the spreadsheet from the Update tab.

5. At the end of the update, you receive an email from Bulk Updater (system@bulk-updater.aodocs.com).
The email has a link to the Google spreadsheet containing the exported documents.

6. Check the two last columns in the Google spreadsheet (Status, Reason). They indicate the status of the document update process.

These are the possible values of the Status and Reason columns: