Contract desktop bulk actions


Bulk actions

Need to edit metadata of multiple contracts? Don’t worry! There’s no need to open each contract individually—you can easily make changes using bulk actions.

Selecting multiple contracts

zefort - select multiple contracts

To get started, apply a search to find the relevant contracts if needed. Then choose the contracts you’d like to edit:

  • All visible contracts: Use the dropdown selection and click “Select all” to select all currently visible contracts.
  • All matching contracts: First, to select all visible, editable contracts. Then click “Select all” below the grey toolbar to include all matching editable contracts in your selection.
  • A range of contracts: Click the first contract, hold Shift, and click the last contract you want to include. All contracts in between will be selected.

Editing metadata of multiple contracts

zefort - bulk tools

Once you’ve selected one or more contracts, a grey toolbar appears above the list. From there, you can edit the metadata for all selected contracts at once.

To use bulk editing, you must have the “Can perform bulk operations” user permission
Bulk action Description / Instruction Permission to the contract
Full Edit View
Merge Merge selected contracts yes yes no
Trash Move contracts to trash yes yes no
Binder Add or remove binder to/from contracts yes yes no
Owner Change the owner of the contracts no1 no1 no1
Status Set a new status for contracts
(archived, reviewed, not reviewed)		 yes yes no
Metadata Set metadata to contracts yes yes no
Download Mass download contracts yes2 yes2 yes2
Download xlsx Download xlsx with current columns
(available only in table view)
Download xlsx with full metadata		 yes2 yes2 yes2
Set related contracts Set related contracts yes yes no
Add/remove parties Add or remove parties yes yes no
Add tags Add tags to contracts yes yes no
Notes 1  only contract owner and admin with permission
“Can manage all contracts and binders” can change contract’s owner

2  requires user permission “Can mass download contracts and metadata report”