Document interactions

Certain document operations can be performed even without opening a document. For this you need to simply select the document from the document listing and perform your required operation (i.e. preview, download, delete, rename, print, recall, etc.). There are multiple ways to select or open a document, i.e.:

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Documents selection

Required activity	How to perform?
Opening a document	Click on the name of the document. Select a document and click the "View document" in the information panel.
Selecting a document	Click anywhere on the document row. Check the checkbox next to the name of the document.
Selecting multiple documents	Check the checkboxes next to the names of the documents that you want to select.
Selecting all documents	Check the checkbox in the table header. Check the checkboxes next to the names of all the documents.

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Selection-based document options are operations that can be performed on a single document or multiple documents collectively:

Document operations

When a single document is selected	When multiple documents are selected
Based on the status of a selected document, the following operations are available for a single document: Package details Download Send reminder Sign Delete Rename Comment Recall Replicate workflow Print Start a new signing process Workflow details Evidence Report Move to folder	Based on the statuses of the selected documents, the following operations can be performed on multiple documents: Download Send reminder Bulk sign Bulk share Delete Recall Share Move to folder Actions which can not be performed on multiple documents will hence be hidden from the information panel.

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Status-based document buttons

Based on its current status, each document in the document listing is shown with a particular button in the information panel. This button can additionally be used to open the document for the required operation, i.e. signing, reviewing, editing, or preparation.

Document status	Button name
Approved Signed Edited Declined Completed In-Progress Draft	View document
Pending	Sign

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When you select multiple documents and click the "Download" option, all the selected documents will be downloaded in a ZIP file. However, the documents that have been restricted from downloading because of their set permissions, will not be part of the Zip file.