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      Bulk Actions with Assignments

      Bulk duplication and bulk campaign update are available in ClearVoice to make managing assignments easier.

      You can perform several bulk actions on groups of assignments.  You can duplicate a group of assignments, multiple times if needed.  You also have the ability to move a group of assignments to a different campaign.

      Bulk Duplication

      If you need to make copies of multiple assignments, you can duplicate them at the same time by following the below instructions.

      Duplication is capped at 50 total copies.  That means if you are duplicating 1 assignment, you could make 50 copies, if you are using 2 assignments, you could make 25 of each, and so on.

      1. While logged into ClearVoice, click on Manage > Assignments
      2. To the left of each assignment, you will see a box
        Screen Shot 2021-08-03 at 2.32.50 PM
      3. Click on the box for each assignment you’d like to include in the duplication
        1. If you select an assignment that should not be included in the duplication, simply click the box again to deselect it
      4. Click Duplicate on the bottom banner
      5. Enter the number of copies you’d like to create
      6. Click on Duplicate
        Screen Shot 2021-08-03 at 2.40.06 PM
      7. You will get a confirmation at the top of the page that the duplication was successful
        1. Click the prompt on the popup to view just the newly duplicated assignments
          Screen Shot 2021-08-03 at 2.34.05 PM
      8. You can now go into the assignments and update the title, along with any other instructions, then assign a writer and dispatch the piece. 

      Bulk Campaign Assignment

      If you create a new campaign and need to associate more than one assignment to it, you can use our Bulk Campaign Assignment function by following the instructions below.

      When updating the campaign of multiple assignments with a bulk action, the assignments selected must all be for the same account.

      1. While logged into ClearVoice, click on Manage > Assignments
      2. To the left of each assignment, you will see a box; Click on the box for each assignment you’d like to assign the campaign to
        1. If you select an assignment that should not be included in the update, simply click the box again to deselect it
      3. Click Campaign on the bottom banner
      4. Select the campaign that should be assigned to the Assignments
      5. Click on Add to Campaign
        Screen Shot 2021-08-03 at 2.40.50 PM
      6. You will see a popup confirming the campaign has been added to the assignments

      View Selected Assignments

      While selecting multiple assignments, you can also click on the View Selected link in the bottom banner to filter the list down to just the assignments you have currently selected.  This can help if you have to select assignments from multiple pages or that are not all grouped together.

      If you have any questions about bulk actions, or requests for other bulk actions you’d like to see, please let us know in the Support Chat below.