Sometimes you need to do the same thing to twenty documents. With bulk actions you select them all and do it once.
What you can do
Action | What happens |
Archive | Moves the documents out of your active overview, for example when a production wraps |
Move | Moves the documents to another project |
Download | Downloads all the selected documents at once |
Send reminders | Reminds everyone who hasn't signed yet |
Recolour | Gives all the selected documents the same coloured dot |
Delete | Permanently deletes the selected documents |
Step-by-step guide
1. Open your documents
Go to your document overview, or open a project and click Documents.
2. Select the documents
Tick the checkbox next to each document you want. Connie shows how many you've selected, for example "You have selected 12 documents".
Tip
Filter first, then select. Filter by status, project or colour to narrow the list down to exactly the documents you want.
3. Choose an action
Open the actions menu and pick what should happen to all the selected documents.
4. Confirm
Check the summary and confirm. Small selections are done straight away.
Large selections
When you select a lot of documents, the action runs in the background. A progress bar at the top of the list shows how far it has come, and you can keep working in the meantime.
Changed your mind? Click Stop. Documents that have already been handled stay that way, and the rest are left untouched.
Good to know
Only what applies. An action is only used where it makes sense. Reminders only go to signers who haven't signed yet, and signed documents can't be edited.
Deleting is permanent. A deleted document can't be restored. If you might need it later, archive it instead. See What happens if I accidentally delete a contract?
Permissions. You can only run an action on documents you're allowed to manage. See Permissions explained: Manage contracts.