You can now take action on multiple documents at once directly from a Document List.

Managing documents one at a time can be time-consuming, especially when you need to clean up records or create copies of several documents. With Batch Actions, you can select multiple documents and complete common tasks in a single step.

What's New?

Document Lists now include selection checkboxes for each document, along with a checkbox in the list header for bulk selection.

After selecting one or more documents, you'll see available actions based on your permissions:

• Duplicate selected documents
• Delete selected documents

Select Documents Faster

Use the checkbox in the document list header to select all documents on the current page.

If your filter returns documents across multiple pages, you'll also have the option to select all documents that match the current filter. The selection count updates automatically so you always know how many documents will be included in the action.

Note: Bulk actions can be performed on up to 500 documents at a time. If you need to process more than 500 documents, complete the action in multiple batches.

Duplicate Multiple Documents

When you choose Duplicate, you'll see a confirmation message showing how many documents will be copied.

Because duplicating large numbers of documents can take time, the process runs in the background. You'll receive a notification when duplication begins and another when it's complete.

Once finished, you can access the new documents from My Documents > Drafts.

Delete Multiple Documents

When you choose Delete, you'll be asked to confirm the action before any documents are removed.

Deleting a document will:

• Delete all versions of the selected document
• End any active workflows associated with the document
• Create an auditable entry in System History

Availability

Batch Actions are available now in Document Lists for users with the appropriate document permissions. Available actions depend on your ability to create and/or delete documents within the dataset.