Bulk actions let you manage multiple documents at once without opening each file individually. You can:
Download selected documents.
Delete selected documents.
Move to a different document folder.
Request eSignature from the employees assigned to the documents.
Retry eSignature to resend expired signature requests.
Nudge employees who still need to sign their documents.
Bulk actions through the Documents tab
Go to Documents and open the Company tab.
Use the checkboxes to select individual documents, or use the checkbox in the table header to select all documents on the current page. Use Add filter or Search to find the documents you need before selecting them.
Use the action bar at the bottom of the page. Click Download, Delete, or Move to, depending on what you want to do. To request signatures, retry expired requests, or send reminders, open the three-dot menu in this action bar and select Request eSignature, Retry eSignature, or Nudge.
✍️ For more information about signature requests and retrying expired requests, see eSignature
Move documents to another folder
Select the documents you want to move.
Click Move to in the bottom action bar.
In the window that opens, select the destination folder in the Document folder field.
Click Move to move the selected documents to that folder.