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Issue
I am using Bulk Update and only want to change the Cabinet that the emails and/or documents are filed under. When I click Run it displays a message that "Category ... is required", for example, "Category Year is required".
Cause
The Cabinet you have selected has the Category/Categories show in the message set as "Required". You cannot therefore update the emails or documents to that Cabinet without selecting the Category. Refer to Managing Cabinets.
As you may be refiling emails and documents from different Cabinets, this is a safeguard to ensure that when it is set as "Required", and unrelated Category is not carried over to the new Cabinet.
Workaround
As a workaround:
- An FYI Admin can edit the Cabinet and change the "Required" Category/Categories to be "Optional" within that Cabinet.
- Use Bulk Update to refile the emails/documents to the required Cabinet and leave the Category/Categories option as unselected so these are not changed.
- The emails/documents will be refiled under the new Cabinet. Providing the new Cabinet also has these Categories assigned, the emails/document will retain the original Category selections.
- An FYI Admin can then re-set the Categories in the Cabinet as "Required".