Perform actions on individual document items

When bulk work is enabled for your account, filtering items in bulk and completing actions on them one-by-one can save significant time, compared with navigating to each study-country or study-site to perform actions.

1. Click Bulk work in the top navigation bar.
2. Verify that the Items toggle is selected at the top of the page before filtering items.
3. Filter items based on study, country, and site.
4. Depending on which action you want to complete, from the Show documents menu, select one of the following: Documents that can be discontinued, Documents that can be reinstated, or Documents that require expiration date.
5. Once you have applied these filters, click Edit () in the Action column of the grid to perform the selected action on any filtered item individually.
6. Update the required fields in the modal and click Done.