Using Bulk Actions in a Checklist

There are multiple actions you can take in Bulk within a checklist

Bulk actions can be found under the “More” menu.

These actions include:

  • Bulk Label
  • Bulk Assign (requires Address Book feature)
  • Bulk update DocTitles to Locked & Unlocked
  • Bulk Convert to PDF
  • Bulk Status update

Please be sure to use caution when using Bulk Actions.

You cannot undo Bulk Label updates at this time. However, there is a new warning screen that asks the user if they are sure before making these changes.