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This guide outlines the step-by-step process to execute a bulk action in LegalSifter, streamlining your workflow and saving time. By following these instructions, users can manage adding multiple contracts to a folder simultaneously, enhancing productivity and accuracy in contract handling.

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1. Login to LegalSifter Control and navigate to a Counterparty page.

2. On the Counterparty page, locate and click the three horizontal dots on the right-hand side of the page.

3. From the drop-down, click "Perform a bulk action".

4. On the Bulk Actions page, locate and click the checkboxes of the contracts you want to perform a Bulk Action with.

5. Continue to select the contract checkboxes until all the contracts files are selected.

6. Next, click the "Next" button.

7. On the next page in the process, click the Bulk Action button from the list of actions. For this example, click the button next to "Move to Folder".

8. Once the Bulk Action is selected, click the "Next" button.

9. For this example, click to select the folder name.

10. Click the "Next" button.

11. On the Confirm Action page, click the "Yes" confirmation button.

12. The next page will report the result of the Bulk Action. You can click any of the results buttons to learn more. In this example, click the "Succeeded" button.

13. You are brought to the Success page. Click the Homepage button to return.