HomeClient OnboardingSales RepSelecting Multiple Documents

1.44. Selecting Multiple Documents

The ability to select multiple documents can be useful, especially in the following situations:

Selecting multiple documents is similar to the standard Apple (iOS) control for selecting multiple items in other apps.

  1. On the left side of the app, tap All Documents.
  2. (optional) Refine your All Documents list using the Search text box.
  3. In the upper right corner of the app, tap Select.

    Selection circles appear to the left of each document in the All Documents list (as highlighted below).
  4. Tap the appropriate circles to select the desired documents.
    The tapped circles change to check marks, showing you that the document is selected.


    Note: You can tap the All option at the bottom of the app to select all listed documents. 
  5. Perform one of the following actions on the selected documents:

This page was: Helpful | Not Helpful