When browsing documents in the FileThis Documents tab's Grid View, you can select an individual document, a range of contiguous documents, or multiple noncontiguous documents. You can then email, delete, and file the documents en masse. (When using a browser, you can also download documents.) For example, you might select three receipts to email as proof of payment.
Selecting Documents Using a Browser
You can select documents in the Documents tab when they are displayed in Grid view. To select documents:
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One document: To select a document, click on it.
- A range of documents: To select multiple, contiguous documents, select the first document then Shift+click the last document in the range. You can also click and drag to select a range of documents.
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Multiple, noncontiguous documents: To select multiple, noncontiguous documents, Command+click (Mac) or Ctrl+click (Windows) the documents. (The Shift+click and Control/Command+click behavior is consistent with your Windows or Mac OS system.)
Use the buttons at the top of the FileThis window to email, download, or delete the selected documents. You can also move the documents to cabinets and apply labels.
Selecting Documents Using the FileThis App
- In the Home screen, scroll down to Documents.
- Using the Search tools, display a subset of documents.
- At the top of the search results screen, tap Select.
- Tap the empty circle for any documents you want to select or tap Select All.
Use the options at the bottom of the screen to work with the selected documents, including emailing them, moving them to a cabinet, applying labels, or deleting them.
