Mutli-select -- bulk document action
If you need to download, delete, or move multiple documents at once, you can use the multi-select option.
To select some documents:
- Select the first document by clicking on the whitespace of the document card
- To select a range, hold down the
Shift key
and click the last document you want - To select a number of non-continuous documents, hold down the
Control key
on Windows or theCommand key
for a Mac - While holding down that key, select any additional documents you'd like to affect
To select all documents:
- If you want to affect all the documents, check the "Select all" checkbox next to 'documents' or hit
Control A
orCommand A
on your keyboard.
To download multiple documents,
- Click the little down arrow icon at the top of the document list
- You can choose to download the executed document versions, the unexecuted document versions, or just the executed signature pages from the selected documents
- Once the download is complete there will be a green dot on your notifications icon on the sidebar
- You can download the pages from there
You can also bulk-delete documents:
- Select the documents you'd like to delete
- Select the little trash icon at the top of the document list
- You’ll be asked to confirm if you’d like to delete the documents.
- Please be sure you want these documents deleted as all executed signatures and outstanding signature requests will be lost.
To move multiple documents:
- Select your documents and drag and drop them to a new position.
Once you’ve finished making your changes, you can click ‘exit multi-select’’