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Multiple Document Features

Apply actions to multiple documents.

  1. Navigate to a Library.

  2. Perform a search to return a list of documents.

    The Multiple button automatically appears in the Library toolbar as well as the Section toolbar.

    Changes made on multiple documents only apply to documents returned in the search results.

  3. Select the Multiple button.

    You can perform the following functions across multiple documents:

    • Add

    • Review

    • Approve

    • Reject

    • Download

    • Send

    • Delete

Download Multiple Documents

  1. Click the Multiple Download button on the toolbar to open a new window that displays all the documents in a grid.

  2. Select the documents to download.

  3. Click the Download button.

    Downloading multiple documents has a 50MB size limitation on combined downloads, permission validation, etc.

Send Multiple Documents

  1. Click the Send Multiple Documents button on the toolbar to open a new window that displays all the documents in a grid.

  2. Select the documents to send.

  3. Click the Send Mail button.

    Sending multiple documents has a 10MB size limitation on combined sending of documents.