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Bulk actions for documents: Mass download, delete, request eSignatures, and send reminders
Bulk actions for documents: Mass download, delete, request eSignatures, and send reminders

Learn how to bulk download, delete, request eSignature and send reminders to sign documents

Updated over a week ago

Need to download or delete multiple documents at once? What about requesting eSignatures or sending mass reminders to those who still need to sign their documents? Now, you can instantly apply desired actions to multiple documents.

They include:

  • Download

  • Delete

  • Request eSignature (from an employee to whom documents were assigned)

  • Nudge assignees (who were requested to sign documents)

Bulk actions through the Document tab

  1. Go to the Documents within the platform.

  2. Use the checkboxes to select documents individually or by selecting all on the current page.

3. After selecting, use the bottom action bar to request eSignature, nudge employees, and download or delete documents.

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