Anything you’d do to one document, you can usually do to fifty. This is the difference between a five-minute job and an hour.
Select several
Once more than one is selected, the bulk action bar appears at the bottom of the screen.
What’s on the bar
Left to right:
- Approve / Unapprove. See Approvals
- Update document category
- Roll forward, normally or as a placeholder. See Roll forward
- Download
- Delete
- Deselect
Marking roll-forward is the bulk action that pays off most. Working down a
finished binder once, selecting everything that should recur and marking it in
one go, is what makes next period’s roll forward arrive complete rather than
half-empty.
