Contract desktop bulk actions

Editing metadata of multiple contracts

Need to edit metadata of multiple contracts? Don’t worry! No need to open each contract and change it one by one: you can do it easily with contract bulk actions.

For editing contracts in bulk, you need editor or admin license and permission “Can perform bulk operations”

Selecting multiple contracts

Use free text search and filters to find the correct contracts. Then select all the contracts which you want to edit. You have a couple of ways to select contracts in your contract desktop:

 

Click the option “Select all” from the dropdown selection to select all visible contracts.

 

 

 

First check the tick box to select all visible editable contracts. Then click “Select all” below the grey toolbar to select all editable and matching contracts

 

 

 

Select the first contract, press shift and then select the last wanted contract: all contracts between them are selected.

 

 

Bulk actions

After selecting one or multiple contracts, the grey toolbar opens above the contracts. With these you can change the metadata of the selected contracts.