Bulk Contract and Document Actions

Bulk editing of documents & Bulk creating contracts, flows or add documents to a saved contract

You can edit certain document fields in bulk in Contractify. Following fields are editable in bulk: 

• Subfolder and owner*

• Is handled

• Relations

• Own legal entity

• Tags

• Document type

Select the documents you want to edit in bulk from the "Documents" menu. The "Edit" button will then appear below.

When you click on the “edit” button, you have the option to select  the fields to edit in bulk: 

Enter the new value and click on save. 

You can also create Flows**, Contracts or add documents to a saved contract in bulk by selecting the documents you want to send out in a Flow, create a contract or add to a contract by clicking on the correct action in the bar underneath.

*Because of the reading rights, you always need to edit both subfolder and owner to make sure the owner is already linked to the subfolder. An admin can always edit the access rights. 

**It's not possible to create a Flow when a document is already in an active Flow