1
Locate the document selection checkboxes
Navigate to the Dashboard and locate the checkbox column positioned on the left side of the document table.
Select Multiple Documents
Learn how to select multiple documents simultaneously in QuoteCloud. Multi-document selection allows you to efficiently manage, review, and perform actions on several documents at once.
Select Multiple Documents
Learn how to quickly select multiple documents at once for easier document management and bulk operations.
Steps to select multiple documents
2
Select your first document
Click the checkbox next to the document you want to select.
3
Verify the document is selected
The selected document becomes highlighted and the checkbox displays a checkmark to indicate it has been selected.
4
Select additional documents
Continue clicking the checkboxes beside other documents you want to include in the selection.
5
Review selected documents
Each selected document remains highlighted, allowing you to easily identify which records are included in the multi-document selection.
6
Perform your next action
Once all required documents are selected, you can proceed with any available bulk actions or document management tasks.
FAQs