Docs (Basic): Bulk actions

Bulk actions allow you to simplify your workflow. You can easily manage multiple documents and folders at once by sharing, moving, downloading, marking them as read, as well as sealing, merging and deleting them. 

Covered here:

• How to perform bulk actions
• Sharing documents and folders
• Moving documents and folders
• Downloading documents and folders
• Marking documents and folders as read for the client
• Marking documents and folders as read for you
• Sealing and unsealing documents and folders
• Merging documents
• Deleting documents and folders

How to perform bulk actions

To start performing a bulk action, navigate to the Documents section in the left sidebar menu. Open the Docs tab to view your list of clients, and then select the desired client. If you’re looking for a certain client account, enter their name in the Client search field. Once you've selected the client, you will see the documents and folders for that client. Choose the documents or folders you want to include in the bulk action, and then select the appropriate option from the menu bar above.

Sharing documents and folders

Share documents and folders with colleagues or users via email. To do so:

1. Select the documents or folders you want to share.
2. Click the Share button.
3. The recipients will be automatically set from associated client accounts, and you can see their email addresses under the Choose Recipients section.
4. Review the list of selected documents and recipients. If needed, click Add Another Email Address to include third-party recipients.
5. Click Send to share the selected documents and folders via email.

Note! You cannot share folders and files with Private access. Learn more about sharing documents with third parties or clients without portal access.

Moving documents and folders

To move documents and folders, follow these steps:

1. Select the documents and folders you want to move.
2. Click the Move button.
3. Choose the destination folder or subfolder where you want to move the files.
4. Click Move to relocate the selected documents and folders.

If needed, you can create a new folder by clicking on the three dots menu to the right of any folder and selecting New Folder. Enter the new name for your folder and click anywhere inside the Move to window. Your new folder is now ready to be used. Learn more about creating folders.

Downloading documents and folders

If you require a local copy of documents and folders, follow these steps:

1. Select the documents and folders you want to download.
2. Click the Download button.
3. The selected documents and folder will be zipped into an archive named archive.zip and downloaded to your device. Learn more on how to download documents.

Marking documents and folders as read for the client

If you want to indicate to your client that you've viewed uploaded documents and files, follow these steps:

1. Select the documents and folders you want to mark as read for the client.
2. Click Mark as read for client.

Note! You cannot mark as read for the client folders and files with Private access. Learn more about marking documents as read.

Marking documents and folders as read for you

1. Select the documents and folders you want to mark as read.
2. Click Mark as read.

Note! You cannot mark as read folders and files with  Private access. Learn more about marking documents as read for you.

Sealing documents and folders

To seal documents and folders to prevent changes from a client, follow these steps:

1. Select documents and folders you want to seal in the Client can view and edit access folder.
2. Click Seal.

Now client can't make changes to those documents or folders. Learn more about sealing files.

Merging documents

If you want to combine multiple PDFs into one, follow these steps:

1. Select the PDFs you want to merge.
2. Click Merge.
3. Arrange the files in the desired order by dragging and dropping them.
4. If you need to remove any files from the list, click the bin icon to the right.
5. Finally, click Merge to combine the selected PDFs. Learn more about merging and splitting PDF files.

Deleting documents and folders

If you want to delete specific documents or folders, here's what you need to do:

1. Select the documents and folders you want to delete.
2. Click Delete.
3. Confirm the deletion in the pop-up window that appears. Learn more about deleting and restoring files.