Use Bulk Actions

Overview

Steps

1. Click Inbox.
2. Select one or more documents with the checkboxes in the list.
3. Click the three dots in the top right corner
4. Click Bulk Actions.
5. Click the tab for the action you want, such as Assign, Archive, Document Type, or Inbox.
6. Complete the fields for that bulk action.
7. Confirm the action.
8. Review the success message.

Troubleshooting

• If you want to select every document that matches the current filters, then click the header checkbox once to select the page, click it again to select all filtered results, and click it a third time to clear the selection.
• If the archive action requires a reason, then enter one before you continue.
• If you do not see Merge or Admin Zone, then those tabs may not apply to your organization.