Batch Operations

Updated: 2021-05-25

The Client Manager can perform the following batch operations.

Add files to a batch

  1. In the List returns view, check the boxes in the column at the far left. To remove a single file from the batch, click again to clear the box.
  2. To check or clear all boxes in this column, check the box in the heading of the column.
  3. In the Client card view, check the box next to the file name in the preview. Files added to batch lock automatically to prevent editing and show a lock next to the name.
  4. Clear all files from the batch by clicking clear batch.
  5. When you have selected all the files you need, click the yellow batch box to go the batch screen.


Client Manager batch locking symbols

When you add files to a batch, the Client Manager locks them so that no other changes can be made before batch processing. Icons in the Client Manager tell you the locking status:
  1. Files with a lock icon are included in the batch, which means no one can change them until they are removed from the batch.
  2. Missing files have a question mark icon and they will not be processed.
  3. Read-only, or in-use files have a “do not write” icon and they will not be processed.