Desktop · Web Console

How to Use Multi-Select Document Actions in CrewBox

Handle a stack of files in one pass instead of clicking through them one by one.

Enter selection mode

  1. Open the Documents tab (or the global Documents page).
  2. Click Select in the toolbar.
  3. Click documents to add them to the selection. Group-select headers let you grab an entire day, tag, or uploader group in one click.
  4. Click Done when you want to leave selection mode.
Select mode enables bulk actions across multiple documents.
Select mode enables bulk actions across multiple documents.

Bulk actions

With documents selected, the action bar offers:

  • Share — share the selected files.
  • Save to Device — download the selection.
  • Tag — apply tags across every selected document.
  • Rename — available when exactly one document is selected.
  • Move to Project — re-file the selection into another project.
  • Print — for PDFs, images, and text files.
  • Assign to Task — attach the selection to an existing task.
  • Create New Task — open the task dialog with the documents pre-attached; the selection must be within one project.
  • Delete — remove the selection, with confirmation.

Where this works

Selection mode works in the project Documents tab and on the global Documents page alike.