Skip to main content

​
Overview

Bulk actions let you perform operations on multiple contracts simultaneously. Tag or delete many contracts at once instead of one-by-one.

​
Enabling Edit Mode

1

Click Edit

Click the Edit button in the toolbar to enable bulk edit mode.
2

Select Contracts

Click on contracts to select them. A checkmark appears on selected items.
3

Perform Action

Use the action toolbar to perform bulk operations.
4

Exit Edit Mode

Click Done or Edit again to exit.

​
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:
1

Select Contracts

Select the contracts you want to tag.
2

Click Tags

Click the Tags button in the action toolbar.
3

Choose Tags

Select existing tags or create new ones.
4

Apply

Tags are applied to all selected contracts.

​
Tag Options

ActionDescription
Add TagAdd a tag to selected contracts
Remove TagRemove a tag from selected contracts
Create New TagCreate a new tag and apply it
Tags help you organize contracts beyond the default views. Create tags like “Priority”, “Under Review”, or “Q1 Renewals” to group related contracts.

​
Using Tags

Once applied, tags can be used throughout the platform:
FeatureUsage
Custom ViewsAdd the Tags field as a column to display tags in your table views
FiltersFilter contracts by tag to find specific groups quickly
ExportsInclude tags in exports to carry your organization into external tools

​
Deleting

Delete multiple contracts at once:
1

Select Contracts

Select the contracts to delete.
2

Click Delete

Click the Delete button in the action toolbar.
3

Confirm

Confirm the deletion in the dialog.
Deleting contracts permanently removes them and all associated extracted data. This action cannot be undone.

​
What Gets Deleted

When you delete contracts:
  • The original document file
  • All extracted data (terms, entities, dates)
  • Any tags and relationships
  • Search index entries

​
Best Practices

Apply filters to narrow down contracts before selecting. This helps you select exactly the right contracts.
Review your selection carefully before bulk delete. Consider using tags to mark contracts for deletion first.
Create a tagging convention for your team: “Status: Under Review”, “Priority: High”, etc.

Actions

Individual contract actions.

Filters

Filter contracts before bulk actions.