You can bulk manage documents stored in a document category directly from Admin Settings. This includes downloading multiple documents at once, reassigning documents to a different category, or deleting documents in bulk.
Bulk manage documents from a document category
To access the bulk management options for a category:
- Go to Settings > Documents > Document categories.
- Click the three-dot menu (⋮) next to the category you want to manage.
- Select View documents.
With that, a modal will open showing all documents in that category, with columns for Name, User, and Last edited. From here, you can use the Search and Filter options to narrow down the list.
Bulk download documents
To download all documents in a category (or a filtered subset):
- Apply any filters you need, select the documents in question using the checkboxes, then click Bulk download documents in the top right corner of the modal.
Please note: Any active filters will be respected during the download. Your documents will be compiled into a single zip file named after the category (e.g. CategoryName_YYYYMMDD.zip).
Reassign documents to a different category
To move documents from one category to another:
- Select the documents you want to reassign using the checkboxes.
- Click Reassign category.
- Choose the target category.
Delete documents
To delete documents in bulk:
- Select the documents you want to delete using the checkboxes.
- Click Delete.
Please note: Deleting documents is permanent and cannot be undone.
Bulk download documents from an employee profile
You can also bulk download all documents belonging to a specific employee directly from their profile:
- Go to Company > Employees and open the employee's profile.
- Click the three-dot menu (⋮) on their profile.
- Select Bulk download documents.
Your documents will be compiled into a single zip file named after the employee (e.g. FirstName_LastName_UserID.zip).