Bulk Actions on Contracts

The Contracts list supports multi-select operations, allowing you to perform actions on multiple contracts at once. This saves time when managing large volumes of contracts.

Enabling Multi-Select

1. Navigate to the Contracts list page.
2. The data table includes a checkbox column on the left side.
3. Click the checkbox on individual contract rows to select them, or use the header checkbox to select all visible contracts.

When contracts are selected, a bulk action toolbar appears showing:

• The number of selected contracts out of the total.
• A bulk actions menu (purple outline button) with available operations.

Available Bulk Actions

Bulk Void

Cancel multiple contracts at once.

1. Select the contracts you want to void.
2. Open the bulk actions menu.
3. Select Void.
4. Confirm the action in the dialog.
5. All selected contracts are moved to the Voided stage.

WARNING

Voiding is permanent. Only contracts in Draft, Sent, In Progress, or Review stages can be voided. Contracts that are already Completed, Voided, or Declined will be skipped.

Bulk Download

Download generated documents for multiple contracts.

1. Select the contracts you want to download.
2. Open the bulk actions menu.
3. Select Download.
4. The system generates a ZIP file containing the PDF documents for all selected contracts.
5. Download the ZIP file when ready.

TIP

For large selections, the download may take a moment to prepare. A progress indicator shows the generation status.

Bulk Reminder

Send reminder emails to participants who have not yet responded.

1. Select contracts that are in Sent or In Progress stage.
2. Open the bulk actions menu.
3. Select Send Reminder.
4. Confirm the action.
5. Reminder emails are sent to all pending participants across the selected contracts.

Each reminder uses the contract's own delivery channel -- contracts on the email channel get a new shared-link email; contracts on the DocuSign channel get a DocuSign reminder through the envelope. Mixed selections work fine; the system routes per contract.

TIP

To nudge only the pending signers on a single contract (rather than across many contracts), open the contract and click Resend to all pending in the header. See Sending & Sharing Contracts.

Bulk Delete

Permanently remove contracts.

1. Select the contracts you want to delete.
2. Open the bulk actions menu.
3. Select Delete.
4. Confirm the deletion.
5. Selected contracts are permanently removed.

WARNING

Deletion is irreversible. Only contracts in Draft stage can typically be deleted. Contracts in other stages should be voided instead.

Selection Tips

• Filter first, then select -- Apply pipeline, stage, or status filters before selecting contracts to ensure you are acting on the right set.
• Check the count -- Always verify the number of selected contracts in the toolbar before executing a bulk action.
• Use pagination -- Selections are maintained across pages when using pagination within the same filter context.

Bulk Action Availability

Not all bulk actions are available for all contract stages. The system validates each selected contract and skips those in incompatible stages:

Action	Available Stages
Void	Draft, Sent, In Progress, Review
Download	All stages (generates PDF for each)
Send Reminder	Sent, In Progress
Delete	Draft

If some selected contracts are in incompatible stages, the action is applied to eligible contracts and a summary shows how many were processed versus skipped.

Permissions

Bulk actions require the same permissions as individual actions:

• Void requires contracts.void permission.
• Delete requires contract management permissions.
• Send Reminder requires contracts.send permission.

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