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How to use Bulk Actions

You can select multiple documents from the document list screen and perform bulk actions.
*This feature is available on both the "Documents" and the "Import".

  • Download Timestamp Verification
    If timestamps have been issued for the searched documents, you can verify them in bulk, and the results will be downloaded as a CSV file.
    *Documents without issued timestamps will not be included in the CSV file.
    *Document selection is not required.
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  • Download Completed PDF
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    All documents with completed signatures can be downloaded in bulk as PDF files.
    *If any of the selected documents have a status other than "Completed," an error will occur.
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  • Edit Expiration Date
    You can edit the "Signature Expiration Date" for the selected documents in bulk.
    *Expiration dates for documents with completed signatures cannot be edited.
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  • Add tags
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    Tags can be added to the selected documents in bulk.
    *To modify existing tags, please change them from each document's detail page.
    Reference: What is a "tag"?
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  • Edit Contract End Date Alert
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    The alert date for the selected documents can be edited in bulk.
    *If the "Contract End Date" is not entered, alert emails will not be sent even if an alert date is set.
    Reference: How to use the alert feature
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  • Archive
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    Selected documents can be archived in bulk.
    Reference: Can I archive documents?
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  • Unarchive
    Archived documents can be unarchived in bulk.

*Bulk Actions Screen

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