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Bulk actions

Apply actions to multiple files or folders at once to save time

Updated over a week ago

Bulk actions allow you to perform actions on multiple files or folders at the same time, which is especially useful in large data rooms.


Selecting files and folders

To select items for bulk actions:

  • Hover over a file or folder row in the main list

  • Click the checkbox that appears on the left of the row

  • Repeat this for each file or folder you want to include

As soon as one or more items are selected, the bulk action panel becomes available.


Using the bulk action panel

Once items are selected, a bulk action panel appears at the bottom of the screen.

From this panel, you can:

  • See how many items are currently selected

  • Select all items in the current view

  • Clear the current selection

  • Take action on all selected items at once

Depending on your permissions, available actions may include:

  • Downloading files or folders

  • Deleting files or folders

Actions taken from the bulk action panel apply to all selected items.


Permission considerations

Bulk actions respect permissions at the data room, folder, and file level.

If you do not have permission to perform an action on one or more selected items:

  • That action may be disabled, or

  • The action will fail and show an error

This helps prevent accidental changes to restricted content.

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