User Manual

Multi-Selection

The multi‑selection feature allows selecting multiple documents in the tree view for batch operations such as export.

• Select Multiple Documents
  • Hold the Ctrl key (or Cmd on Mac) and click on individual documents to select or deselect them.
  • Hold the Shift key and click to select a range of documents between the first and last clicked item.
  • Press Ctrl + A (or Cmd + A on Mac) to select all documents in the current view.
• Visual Feedback
  • Selected documents are highlighted in the tree view to indicate their selection status.
• Batch Operations
  • Once multiple documents are selected, batch operations like export, change seen state, or deletion can be performed on all selected items simultaneously

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Export

The export generates a PDF document containing all documents in the current view or only selected documents when multiple documents are selected.

1. Exported Documents

• To export all documents in the tree, click the Export button. In filtered views, only the visible documents are exported.

• To export specific documents, use the multi‑selection feature to select the desired items by hold Ctrl/Shift then click the export button. The export will include only those items.

2. Export Order

• Documents are exported in the order they appear in the tree view.
• For multi‑selection, the relative order within the tree is preserved.

3. Export Dialog

• To include annotations in the export, check the “Include Annotations” box (if showAnnotationCheckbox is enabled). NOTE: Redactions are always applied in the export - even if Export annotations is not selected!
• Set a custom file name in the “PDF File Name” field (if showFilenameField is enabled)
• Click Export to start.

4. Result

• A single PDF file containing the selected documents (and annotations, if chosen) is generated
• The file can wether be opened directly, a download link copied, or sent via email (if showOptionsInResultMessage is enabled).

5. Error Handling

• If the PDF size exceeds sizeLimit, an error appears:

• If the controller or worker is not running, the UI shows: