You can select multiple documents and then export, move, delete, reprocess, approve, or download them in one go. This saves time when you need to act on many documents at once.

1. Document list (left side) – Use the checkboxes next to each document in the list. When you select at least one, a Bulk Actions menu appears at the top. You can Reprocess, Approve, and Download as ZIP from here in addition to Export, Move, and Delete.
2. Data table (right side) – Use the checkboxes on the left of each row. You can select one, several, or use the header checkbox to select all on the current page.

Only selected documents are affected by bulk actions. If you use Filters or Search, selection applies to the visible documents.

When you have at least one document selected (from the document list or data table), a Bulk Actions menu appears. Click it to choose:

• Download as ZIP – Downloads the original document files (PDFs, images, etc.) of the selected documents as a ZIP file. Use this when you need to save or share the source documents, not the extracted data.

• Exports only the selected documents (e.g. as CSV). Use this when you want to export a subset, not the whole filtered set.
• The format is typically CSV. For more format options (XLSX, JSON) or “what to export,” use Export Data and apply filters, or export from the document view.

• Move to folder – Choose a folder. All selected documents are moved into that folder.
• No folder – Removes selected documents from their current folder (they become Unfoldered).

Use this to group documents by client, project, or type without moving them one by one.

• Delete Selected – Permanently deletes the selected documents. You’ll be asked to confirm before anything is removed.

Use with care. Deleted documents and their extracted data cannot be recovered.

• Reprocess – Re-extracts data from the selected documents. Use this when you've changed fields or settings and want to re-run extraction on multiple documents at once. Documents that are already processing, queued, or uploading are skipped.

• Approve – Marks the selected documents as approved. Only documents that are processed but not yet approved or rejected can be approved. Use this to approve multiple documents in one go when using Reviews & Approvals.

Bulk actions apply when:

• You have at least one document selected (from the document list or data table).
• For the data table: you're viewing All (the main data view), not a single Table tab.

If you don't see Bulk Actions, check that you've selected documents. Reprocess, Approve, and Download as ZIP are only available when selecting from the document list.

• Filter first (e.g. by status or folder), then select all on the page to act on that filtered set.
• Use Move to folder after uploading a batch so you can sort them into the right folders quickly.
• Use Export Selected when you only need to export certain documents (e.g. a few approved invoices).
• Use Download as ZIP when you need the original files (e.g. to archive or share with a client).

• Viewing Your Data – Document list and data table
• Organizing with Folders – Create folders and move documents
• Exporting Data – Export formats and options