Use Bulk Actions on the Dashboard

This article will walk you through how to use bulk actions on the Dashboard.

1. Click on the Dashboard tab.
2. Select the workflows you want to take action on. A menu bar displays at the bottom of the screen.
3. Click Change status, and then select the relevant action between Pause, Resume, Archive, and Cancel.
4. 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

Edit Properties

Edit Properties allows you to update the metadata attached to your records. Before editing properties, we encourage you to do a CSV export of the records with the columns you intend to change. This provides you with a record of the original state of those records.

1. Select Edit > Edit Contracts.

2. To update multiple properties at once, click Add property row or Add record type row.

3. In the dropdown located on the left, select whether you want to Edit or Remove the property.

   • Edit: Allows you to update the properties being tracked in the record.
   • Remove: Removes the property from the selected records. This does not remove the property from the Dashboard entirely.

4. If you added a record type row, select a record type from the dropdown.

   

5. If you added a property row, in the Select a property dropdown, select the property you want to edit or remove. This dropdown lists all of the properties in the Repository. If you select a property that is not currently on the selected records, it will be added to the selected records. This does not allow you to create a new set of metadata.

6. Each row will update according to the property type you select. Fill in the appropriate details for each row. This will look different for each property.

7. If any of your selected properties are text, multi-select, or dropdown, you will see an autocomplete dropdown of the previously used values for that property.

   

Edit Permissions

You can modify groups that have been given per-record access to the Repository by using checkboxes or custom saved views.

Group

The Group column lists all the groups that are listed in your Company Settings. To view and edit your groups, click your profile icon in the top right corner, and then click Company Settings > Groups.

Current Permissions

The Current Permissions column describes the access the group has to the filtered list of records in your Repository. There are five possible settings:

• Mixed access to some of these records
• No access to these records
• Can view all of these records
• Can view and edit all of these records
• No access to any records

Groups can have mixed access. This means that the group has a combination of the five settings. For example, they may have no access to a set of filtered records and view access to another set of filtered records.

Options

The Options column allows you to select how you would like to change the group’s access to the filtered list of records. In Group Settings, the group’s Repository settings must be set to Choose access rights for specific Records and Record types to be able to update this column. There are three options:

• Cannot change: Administrators’ permissions are defaulted to have view and edit access to all records in Repository. Remove a user from the Administrators group if you want the users to have limited access in Repository.

• Managed in Group Settings: In Group Settings, you have not selected “Choose access rights for specific Records and Record types”. Therefore, records access is not managed on a per record basis.

• Edit Dropdown: The dropdown allows you to update your group's Repository settings. There are four settings to choose from:

  Setting	Impact
  No change	Leaves the current permission as is.
  No access	The group will not be able to view your filtered list of records in the Repository.
  Can view and edit	The group will be able to view and edit your filtered list of records in the Repository.
  Can view only	The group will have view access to your filtered list of records in the Repository.

Download Documents

You can download records in bulk. You are emailed a zip file containing all of the records and their attachments. When you unzip the file, each record is listed as a folder containing its related attachments.

Delete Records

You can permanently delete records.

We encourage you to use extreme caution when using this functionality. The only way to undo this delete is to reach out to Ironclad Support. You must have a list of the record IDs you want restored. This can be found in the confirmation email sent to you after you completed the bulk delete.