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How to Change Statuses for Multiple Documents

Alex Hom avatar
Written by Alex Hom
Updated over 2 months ago

Selecting Documents

Some overflow actions require a user to select jobs/tasks from the table view. Users may select Documents from any tab via:

  1. Selecting all Documents (rows) shown within the current table

    1. This will be affected by page size and/or any filters applied

    2. The same button can be used to deselect all

  2. Manually selecting a Document

    1. The same button can be used to deselect

Change Status

This action allows users to modify statuses. This can only be applied if the selections of Jobs are all of the same Job Type or the selection of Tasks are all of the same Task Type.

  1. Select a Status from the dropdown list of statuses

  2. Click Apply

⚠️Important


  • Jobs selected with residing Tasks that are in the status type of ‘In Progress’ cannot have their status changed. They will be skipped when the action is applied.

  • This can trigger an automation if an event is satisfied

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