Overview
Bulk actions let you perform operations on multiple contracts simultaneously. Tag, delete, or run integrations on many contracts at once instead of one-by-one.
Enabling Edit Mode
Selecting Contracts
Individual Selection
Click on contract cards to select/deselect them individually.Select All
Click Select All to select all contracts matching current filters. This includes contracts on other pages if you have pagination.Deselect All
Click Deselect All to clear your selection.Available Bulk Actions
Tagging
Add or remove tags from multiple contracts:Tag Options
| Action | Description |
|---|---|
| Add Tag | Add a tag to selected contracts |
| Remove Tag | Remove a tag from selected contracts |
| Create New Tag | Create a new tag and apply it |
Deleting
Delete multiple contracts at once:What Gets Deleted
When you delete contracts:- The original document file
- All extracted data (terms, entities, dates)
- Any tags and relationships
- Search index entries
Integrations (Coming Soon)
Run integrations on multiple contracts:Selection Counter
The toolbar shows how many contracts are selected:- 0 selected - No contracts selected
- 5 selected - Five contracts selected
- 150 selected (all) - All contracts matching filters selected
Bulk Action Limits
| Action | Limit |
|---|---|
| Tagging | Up to 1000 contracts |
| Deleting | Up to 100 contracts at once |
| Integrations | Depends on integration |
Best Practices
Use filters first
Use filters first
Apply filters to narrow down contracts before selecting. This helps you select exactly the right contracts.
Double-check before deleting
Double-check before deleting
Review your selection carefully before bulk delete. Consider using tags to mark contracts for deletion first.
Use consistent tag naming
Use consistent tag naming
Create a tagging convention for your team: “Status: Under Review”, “Priority: High”, etc.