Batch Operations

Batch operations let you act on multiple documents simultaneously. Instead of opening each document to approve it, you select a group and approve them all in one click — saving significant time during period-end processing.

Selecting Documents

In the document list, each row has a checkbox on the left. Click a checkbox to select that document. Selected documents are highlighted.

Selecting Multiple Documents

Action	What it selects
Click a checkbox	Selects that one document
Click Select All	Selects all documents currently visible in the list
Hold Shift + click	Selects all documents between the first and last clicked

The selection count appears at the top of the list: “14 documents selected”. Document list with several documents checked and batch action menu open

Document list with several documents checked and batch action menu open

Available Batch Actions

Once documents are selected, the batch action bar appears at the top of the list with the available actions:

Batch Approve

Sets all selected documents to Approved status in one click. Best used after a review session where you’ve checked several documents individually and are confident they’re correct. Select the reviewed documents, click Approve All, and they’re all locked simultaneously.

For even faster throughput, combine with the Rules Engine: set a rule to automatically approve documents where confidence_score >= 90. Only documents below the threshold need manual review — then batch-approve the manual reviews at the end.

Batch Export

Sets all selected documents to Export status, triggering the outbound webhook for each document. Use this for end-of-day or end-of-week processing runs — approve a batch of invoices, then select all approved and batch-export to push them all to QuickBooks or Xero at once.

Batch export triggers the webhook for every selected document. If your automation platform has rate limits (Xero allows 60 API calls per minute, for example), exporting a large batch simultaneously may cause some webhook deliveries to fail. For batches over 50 documents, consider exporting in smaller groups with a short pause between them.

Batch Move

Moves all selected documents to a different contact or folder.

Select the documents
Click Move
Choose the destination contact and folder
Confirm

Useful for reorganising documents after a folder structure change, or for reassigning a batch of documents that were filed under the wrong contact.

Batch Delete

Permanently deletes all selected documents and their files.

Batch delete is permanent. Deleted documents cannot be recovered unless you have a recent backup. You will be asked to confirm before the deletion proceeds. Approved documents cannot be batch-deleted — set them to Archived first if you need to remove them from the active archive.

Batch Archive

Moves all selected documents to Archived status, removing them from the default document list view. Archived documents are still accessible via Advanced Search with the Archived status filter. Use batch archive at period-end to move processed and exported documents out of the active queue.