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Manage documents in bulk using the floating action bar

Use the bulk action bar to download, update, restore or delete multiple documents at once when you have selected them in a document list.

Audience

This guide is designed for project manager.

Steps​

Step 1: Select multiple documents​

In the document list, tick the checkboxes next to each document you want to manage; as soon as you select at least one document, the floating bulk action bar appears at the bottom of the screen showing how many items are selected.

Select multiple documents

Step 2: Download selected documents as a ZIP file​

On the bulk action bar, select the download option (Download icon) to package all selected documents into a single ZIP file; the ZIP is created client-side and your browser immediately starts downloading it.

Download selected documents as a ZIP file

Step 3: Change the status of multiple documents​

Click the status control on the bulk action bar to open the status menu, choose a new status from the configured status options, and confirm; the new status is applied to all selected documents in one update.

Change the status of multiple documents

Step 4: Change the category for multiple documents​

Click the category control (Tags or Folder icon) on the bulk action bar, pick the most appropriate category from options such as Design, Construction or Compliance, and apply it so that every selected document is updated at once.

Change the category for multiple documents

Step 5: Delete selected documents (admin only)​

If you are a project admin and you are not in the deleted view, choose the delete action (Trash icon) on the bulk action bar, review the confirmation message and confirm; the documents are soft-deleted and removed from the active list while remaining available in the deleted view.

Delete selected documents (admin only)

Step 6: Restore documents from the deleted view​

When viewing deleted documents, select the items you want to bring back and click the restore action (Rotate icon) on the bulk action bar; the documents are restored to the active list and are no longer shown in the deleted view.

Restore documents from the deleted view

Step 7: Clear your selection after completing bulk actions​

Once you have finished, use the clear or close control on the bulk action bar to remove the current selection so that the bar disappears and you can continue browsing documents normally.

Clear your selection after completing bulk actions

Last updated: 2026-06-26