Mass Coding For SSU Inbox Documents

Reference:

Release Notes - SSU

Mass coding of documents received via email and stored in the SSU Inbox, aligning Inbox functionality with existing bulk upload capabilities and removing the need for Study Start-up Specialists to process documents individually. Users can now select multiple Inbox documents simultaneously and perform bulk actions such as assigning them to Sites and applying required metadata (e.g., Document Type, Version, Date). A familiar multi-select checkbox and bulk action menu provide a consistent user experience with the document upload interface, while existing permissions and validation rules continue to safeguard data integrity and compliance.

Extending bulk coding to the SSU Inbox significantly modernizes document handling by removing repetitive manual tasks, accelerating processing times, and enabling teams to redirect effort toward higher-value, strategic activities.