This article will walk you through how to use bulk actions in workflows. This includes how to pause, resume, archive, and cancel workflows in bulk.
- Click on the Dashboard tab.
- Select the workflows you want to reassign. If you do not select at least one workflow, all of the workflows in your view will be reassigned.
- Click the three stacked dots located in the upper right corner, and then select the relevant action between Pause, Resume, Archive, and Cancel.
- The following table includes information each action, including whether a comment is required for the Activity Feed, which stage (e.g., Create, Review, Pause, Sign, Archive) the workflow must be in for the action to apply, and which users are permitted to take which actions on certain workflows:
Action Comment for Activity Feed Required Workflow Stage Permitted Users PauseYes Review - Owner - Workflows they own
- Admins - All Workflows
ResumeYes Paused - Owner - Workflows they own
- Admins - All Workflows
ArchiveNo Archive - Archivers - Workflows they are assigned
- Admins - All Workflows
CancelYes Create, Review, Paused, Sign and Archive - Owner - Workflows they own
- Admins - All Workflows