Actions menu

The Actions menu provides a set of bulk operations that can be performed on the selected documents, enabling users to manage, review, and process documents efficiently within the system.

• Compare – Allows comparison of selected document versions to identify differences.
• Merge – Combines multiple selected documents into a single document.
• Relate Documents – Links selected documents to establish relationships between them.
• Add To Audit – Includes documents in an audit for review or compliance purposes.
• Create Audit Profile – Creates a new audit profile using the selected documents.
• Add To Submission Package – Adds documents to a submission package for regulatory or distribution purposes.
• Mark as Popular – Flags documents for quick access or frequent use.
• Download – Downloads the selected documents to the local system.
• Email Documents – Sends the selected documents via email.
• Mass Coding – Applies metadata or classifications to multiple documents at once.
• Reject – Rejects the selected documents as part of a workflow or review process.