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Home > Navigating SigningHub Home > Selecting your documents & bulk operations

Selecting your documents & bulk operations

There are multiple ways to perform certain document operations in SigningHub, even without bothering to open the document. For this you need to simply select a document from the main grid and perform your required operation. SigningHub allows you to select a document in two different ways, each way will then have its own followup in the system, i.e. 
  • Clicking a document row (record) from the main grid.
  • Selecting the check box of a document row.

Clicking a document row from the main grid:

When you click a document from the main grid, the entire row of the document is selected, and the "More Actions" panel is displayed in the right menu revealing the set of allowed operations for the selected document. These document operations vary with respect to the document statuses.



The following table specifies the allowed operations you can perform with each selected document.

 Document Statuses Allowed Operations 
Draft Delete Document, Print Document, Download Document, Rename Document, Share Document, Post Comments, Archive Document, View Document Log, and View Document Details
Shared Delete Document, Print Document, Download Document, Recall Document, Remind the Recipients, Post Comments, Archive Document, View Document Log, and View Document Details
Pending/ Signed/ Declined/ Reviewed/ Updated Delete Document, Print Document, Download Document, Post Comments, Archive Document, and View Document Details
Completed
Delete Document, Print Document, Download Document, Post Comments, Archive Document, View Document Log, View Document Details, and View Workflow Evidence Report

Selecting the check box of a document row:
The check box (available at the end) of each document row is used to select multiple documents from the main grid, to perform bulk operations. In this way you can archive, download, print, post comments, and do other operations for multiple (selected) documents through a single click activity.

The "More Actions" panel is displayed in the right menu revealing the set of allowed operations for the selected documents. The adjacent count with each action specifies the number of documents from the selected documents with which that action (activity) can be performed.



In the above image, you can see that out of 5 selected documents from the main grid,
  • 5 documents can be deleted
  • 5 documents can be downloaded
  • 2 documents can be shared
  • 1 document can be recalled
  • 1 document's recipient can be sent a reminder
  • The comments can be posted in 5 documents
  • 5 documents can be archived
Click the respective action option (i.e. Delete, Download, Share, etc.) from the "More Actions" panel to perform that operation.


‚Äč1. When you select multiple documents and click the "Download" option, all the selected documents will be downloaded in a ZIP file. However, the documents that can't be downloaded because of Permissions or any Server failure will not be the part of Zip file, and their respective (success) count will be shown accordingly.
2. When you select document(s) and click the "Share" option, a dialog will appear to select a template. All the (selected) documents will be shared according to the selected template. However, those documents will not be shared on which template could not be applied, and the respective (success) count will be shown accordingly. 
3. When you select document(s) and click the "Comment" option, a dialog will appear to post your comments. The same comments will be posted for all the selected documents. 


See also


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