Bulk actions

Select two or more rows in the Documents view and a bulk-action toolbar appears. Four actions cover the common cases: export, merge, mark as exported, and delete.

Bulk actions show up the moment you check at least one row's checkbox. The toolbar slides in above the table.

Selecting documents

Each row in the Documents view has a checkbox in its first cell. Click one to select the row; click the header checkbox to select every row visible on the current page.

The bulk-action toolbar appears with the count of selected documents. Most actions need at least one document; Merge needs at least two.

Export

Opens the Multiple file export modal with two paths:

• Clipboard — copies a structured representation of the selected documents to your clipboard. Paste into Excel, your accounting software, or anywhere that accepts tab-separated values.
• Print — opens the print dialog with a formatted view of the selected documents.

What gets included in either path is controlled by your admin in Settings → Field Usage → Clipboard Fields and Settings → Field Usage → Print Fields. If a field is missing from the output, that's where to look.

Clipboard shortcut

Cmd+C (Mac) or Ctrl+C (Windows / Linux) copies the selected rows to clipboard without opening the modal. Faster when you do this a lot.

Merge

Combines two or more documents into one main document with the others as attachments.

The typical reason: the auto-classifier (which sorts emailed files into separate documents) grouped them wrong, and you want to fix the grouping after the fact.

Click Merge, then pick which document should remain as the main. The others become attachments under it. They disappear from the Documents view as standalone rows — they only show up in the main document's Attachments panel in Studio from then on.

Merge is hard to undo

There's no direct un-merge action. The closest thing is opening the main document in Studio, finding the attachment you want back, and using the per-attachment Convert to main document affordance — one by one. Plan merges before clicking.

Mark as Exported

Sets the Document Status of the selected documents to Exported without actually pushing them anywhere.

The use case: orgs that export out-of-band — pasting data into accounting software, printing for a paper archive, anything that doesn't go through a configured integration. Mark as Exported is the manual reconciliation flag — it records that you've handled the document, not that anything was delivered.

This is independent of the Approval Status. A document can be Validated + Exported (you exported the data before final approval) or Approved + Exported (the normal case).

Delete selected

Removes the selected documents from the project. Permission-gated:

Your permission	What you can delete
Override	Any document, any status
Default Actions	Only documents with status Pending or Duplicate
View Only	Nothing — the delete action is hidden

The Default Actions limit is a safety rail. Once a document is Validated, Approved, or Rejected, only an Override-permission user can delete it. This prevents reviewers from accidentally deleting things that already moved downstream.

No in-product restore

There's no restore affordance in the product today. Whether a delete is recoverable at the infrastructure level isn't documented — don't rely on recovery being possible. If you're unsure, contact support before deleting in bulk.

Atomicity — what happens if one fails

For each bulk action, the question is: if some documents succeed and some don't, what's the resulting state?

• Export (clipboard / print) — atomic: produces one output covering everything selected. Doesn't typically fail per-document.
• Merge — atomic: either the merge happens or it doesn't.
• Mark as Exported — per-document. If one document is in a state that doesn't allow the change (rare), the others still get marked.
• Delete — per-document with permission checks. If your permission allows you to delete some but not others in the selection, the allowed deletes happen and the others stay.

Re-filter after running a bulk action to confirm what actually changed.

What's next

• Finding & filtering documents — narrow the table before selecting.
• Statuses & what they mean — understand which documents are safe to delete.
• Exporting & sharing — the broader story on getting data out of Recognito.