Can I perform bulk actions on contracts in a view?

Yes. If your role allows it, you can select multiple contracts in a view and apply actions to all selected rows at once.

Open a Contract View

• Go to Contract Views page
• Select a desired Contract View from the tabs

These actions can also be performed when multiple contracts are selected in Contracts table

Select contracts

• Use row checkboxes to select one or more contracts
• Use Select all (if shown) to select all rows on the page or current filtered result
• Check the selection counter (for example, “3 selected”) before running actions

Run a bulk action

Common bulk actions include:

• Compare — Opens Chat with a comparison across selected contracts (terms, dates, payment details, and key differences)
• Reanalyze — Re-runs AI analysis to refresh risks, obligations, and extracted insights
  (typically available in Contracts tab only)
• Delete — Permanently removes selected contracts (requires delete permission)
• Download — Exports selected contracts and/or metadata (such as CSV), when enabled
• Archive — Moves selected contracts out of active lists into archived state, when enabled

Confirm and review results

• Confirm the action in the dialog before execution
• Actions apply only to selected contracts, not all contracts in the workspace
• Filters/search help narrow selection, but do not change unrelated records
• If some items fail (permissions, validation, locked records), you may see partial success with per-contract errors

Tips

• Apply filters first, then bulk-select to avoid mistakes
• Double-check selection count before destructive actions (Delete/Archive)
• If an action is missing, your role may not include that permission