Mass Actions in Documents

The Mass Action feature on the Documents page allows users to perform multiple actions on selected documents simultaneously. This helps streamline document management tasks and enhances efficiency when handling large document collections.

Follow the Steps to perform Mass Actions:

1. Navigate to the Documents. The My Documents page will be displayed by default.
2. To view the selected documents, navigate to the Filters section in the left panel of the screen and select the required filter options. The available records will be displayed on the screen.
3. You can use the checkboxes to select one or more documents where you want to perform an action.
4. Click the mass actions icon and select one of the desired options:
   • Edit Columns - Customize which columns are displayed in the document list view to suit your preferences.
   • Export - Export selected document details for reporting, auditing, or record-keeping.
   • Download Documents - Download one or more selected documents directly to your local device.
   • Edit Document Owner - Reassign ownership of multiple documents to another user in bulk. Refer to the Mass Actions to Change Document Owner article and follow the instructions.
   • Move - The Move action lets users move one or more selected files or folders to a different location within My Documents. Refer to the Move Action section and follow the instructions.

Move Action

The Move option in the mass actions menu allows you to move one or more selected files or folders to a different location within My Documents.

Follow these steps to move files or folders to another location:

1. Select one or more files or folders within the My Documents page using the checkboxes.
2. Open the Mass Actions menu and select Move.
3. In the Move popup:
   • Browse to the destination folder, or
   • Select Create New Folder to create a new folder and choose it as the destination.
4. Click Move Here to confirm.

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