This article will walk you through how to use bulk actions on the Dashboard. This includes how to pause, resume, archive, and cancel workflows in bulk.
- Click on the Dashboard tab.
- Select the workflows you want to take action on. A menu bar displays at the bottom of the screen.
- Click Change status, 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 actions on certain workflows:
Action Comment for Activity Feed Required Workflow Stage Permitted Users Pause Yes Review - Owner - Workflows they own
- Admins - All Workflows
Resume Yes Paused - Owner - Workflows they own
- Admins - All Workflows
Archive No Archive - Archivers - Workflows they are assigned
- Admins - All Workflows
Cancel Yes Create, Review, Paused, Sign and Archive - Owner - Workflows they own
- Admins - All Workflows