Multi-Selecting Documents in the Activities Section

The multi-selecting documents functionality will allow you to select several documents at a time, then several options are available to you.

1. Under the Activities section, you will find your documents list on the right-hand side.

2. Clicking on any file will highlight the document in blue indicating it has been selected.

3. Once your documents are selected, different options will become available to you.

Listed below is a brief explanation and an accompanying screenshot:

4. Label: Group files by adding labels to multiple files in one go.

5. Rename: Rename multiple documents at one go. Append additional text before or after your document's original title.

6. Move/Copy: Move or copy multiple documents to the selected transaction. Moving the document removes the document from the current transaction whereas copying them will keep it in the current transaction.

7. Download: Bulk download your documents.

8. Email: Send documents as an email.

9. Archive/Unarchive: Hide older files by selecting the files and clicking archive. Toggle the "Show Archive" button to display or not display archived files. You can also bulk unarchived files. (Hidden files show the document name greyed out.)

10. Delete: Delete multiple files at once. You will receive a confirmation prompt to proceed with the delete.