Actions

If you have appropriate permissions, you may take certain actions to documents through the Results page, including:

• Copying documents to a folder

• Creating a batch print job

• Exporting selected data from fields of selected documents

• Removing documents from a folder

• Locking documents, so that no changes can be made to the form or unlocking documents

• Batching documents

• Bulk converting documents

• Bulk OCRing documents

• Bulk updating specific fields in documents

• Selecting collections for documents

• Assigning documents  or removing documents in a project

• Deleting documents

• Sending documents for machine translation

Actions are permission-based, and you will be given rights to conduct the actions you need. You may have access to all the available actions or only specific actions.

In the Results page, clicking a checkbox beside a document, enables the Actions commands. You can select specific documents, all documents or the current page of documents.

Typically, you will see the Copy, Print Export and Update Fields buttons. Expand the Other Actions menu to see all commands available to you. If your Results set is the contents of a folder, you may see the ability to remove documents from the folder as well:

Within Insight, actions taken are either available at or reported upon in our Jobs section.