Bulk actions allow you to move, copy, or delete multiple documents or templates at once. This saves time when reorganizing content, cleaning up your account, or duplicating items without opening each one individually.
Requirements
Access to the Documents or Templates section
Permissions to move or delete items within the workspace
Instructions
Navigate to your Documents or Templates list.
Use the checkboxes next to each item to select the documents or templates you want to manage.
Select individual items, or use Select all to include everything on the page (20 items per page).
Click Actions at the top of the list.
Choose the action you want to perform:
Copy – duplicate selected items within the workspace
Visual - Copying Documents in Bulk
Move – transfer items to another workspace or folder
Visual - Moving Documents in Bulk
Delete – remove items (will be moved to the Recycle Bin)
Visual - Deleting Documents in Bulk
Confirm your choice to complete the bulk action.
Expected Outcome
Selected items are copied, moved, or deleted based on your choice.
Deleted items can be recovered from the Recycle Bin if needed.
Visual - Recovering Deleted Documents in Bulk
FAQs
Can I select items across multiple pages?
Bulk selection works per page; repeat the process for additional pages.
Can deleted documents be restored in bulk?
Yes, documents in the Recycle Bin can be recovered individually or in bulk.
Will moving documents affect other users in the workspace?
Only users with access to the destination workspace or folder will see the moved items.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]