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.
Steps to select multiple documents
Locate the document selection checkboxes
Navigate to the Dashboard and locate the checkbox column positioned on the left side of the document table.Select your first document
Click the checkbox next to the document you want to select.Verify the document is selected
The selected document becomes highlighted and the checkbox displays a checkmark to indicate it has been selected.Select additional documents
Continue clicking the checkboxes beside other documents you want to include in the selection.Review selected documents
Each selected document remains highlighted, allowing you to easily identify which records are included in the multi-document selection.Perform your next action
Once all required documents are selected, you can proceed with any available bulk actions or document management tasks.
FAQs
What is multi-document selection in QuoteCloud?
Multi-document selection allows you to select more than one document at a time using the checkboxes displayed beside each document.
How do I select multiple documents?
Click the checkbox next to each document you want to include in your selection.
Where are the document selection checkboxes located?
The checkboxes are displayed in the left-most column of the document table.
How can I tell if a document is selected?
Selected documents are highlighted and display a checkmark in the checkbox field.
Can I select more than one document at a time?
Yes. You can select as many documents as needed by checking multiple boxes.
Does selecting documents change the document data?
No. Selection only identifies documents for review or future actions and does not modify document content.
Can I deselect a document?
Yes. Click the selected checkbox again to remove the document from the selection.
What happens after selecting multiple documents?
Selected documents become available for any supported bulk actions or document management tasks.