Bulk Project Selection
In the contract repository and filtered views, each project has a checkbox allowing selection or deselection individually.
To select all displayed projects at once, use the checkbox in the first column header.
Once a project is selected, a toolbar appears at the bottom of the screen, offering bulk actions :
Bulk project editing
The "Edit" option allows you to update multiple details:
Smart fields
Associated template
Internal contact
Project manager
Participants
Changing a field replaces its value for all selected projects.
Adding participants does not remove existing ones but adds them to all selected projects.
Bulk Project Signature Sending
Before sending projects for signature, ensure:
All smart fields in the document are filled.
The document has at least one signature area.
All signers are defined.
Bulk signature sending is available only with Tomorro signature.
Click "Send" in the bottom toolbar.
Add a note to accompany the signature email.
Enable automatic signature reminders (every 5 days) if needed.
If approval is required, the approval workflow will trigger before sending.
Once sent, projects appear under "Ongoing Negotiations" in "Pending Signature."
Bulk project move
The "Move" option allows relocating multiple projects simultaneously.
Select projects to move.
Click "Move" in the toolbar.
Choose the new location.
Confirm the action.
Only administrators and participants can move projects. If unauthorized, a notification will appear.
Bulk Project Deletion
The "Delete" option allows quickly removing multiple projects.
Select projects to delete.
Click "Delete" in the toolbar.
Confirm the action.
Only administrators, internal contacts, and project managers can delete projects. Unauthorized users will receive a notification.