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Manage documents with the bulk action bar

Use the bulk action bar to work with multiple uploaded documents at once, including updating their status and categories.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document list and select items​

In the documents area, tick the checkboxes beside one or more uploaded documents to select them; the bulk action bar appears showing how many items are selected.

Open the document list and select items

Step 2: Review the bulk selection details​

Check the bulk action bar to confirm how many documents are selected and review key details such as titles and file names before making changes.

Review the bulk selection details

Step 3: Update document status in bulk​

Use the status quick-change control in the bulk action bar to set a new unified status for all selected uploaded documents in one action.

Update document status in bulk

Step 4: Update document category in bulk​

Use the category quick-change control in the bulk action bar to assign or change the category for all selected uploaded documents simultaneously.

Update document category in bulk

Step 5: Refresh the document list after changes​

Click the refresh option in the bulk action bar to reload the document list and verify that your bulk status and category updates have been applied.

Refresh the document list after changes

Step 6: Clear your current selection​

When you have finished, use the clear selection option in the bulk action bar to remove the current selection and hide the bar.

Clear your current selection

Last updated: 2026-07-28