How It Works
Bulk Action Overview
Bulk actions are available from the Review Screen and allow users to select multiple documents and apply a single action to all selected documents at once. Bulk operations are performed on selected documents in the current tab and filtered view. Users can select documents individually by checkbox or select all visible documents using the "Select All" checkbox in the table header.
Selection Constraints:
Maximum 50 documents can be selected for a single bulk action
If more than 50 documents are visible, the "Select All" checkbox only selects the first 50 documents
Selected documents must be confirmed before proceeding with bulk action
Bulk Delete
The bulk delete operation removes selected documents from Docupath permanently. Deleted documents cannot be recovered.
Delete Workflow:
Select up to 50 documents from any tab (Pending, Validated, Approved, Rejected)
Click "Delete" from the bulk actions menu
A confirmation dialog appears listing the selected documents and warning that deletion is permanent
Click "Confirm Delete" to proceed or "Cancel" to abort
Documents are immediately removed from the database
A success notification confirms the number of documents deleted
Delete Best Practices:
Use the Rejected tab to identify documents to delete. Bulk delete from the Rejected tab first to clean up backlog.
Consider archiving documents instead of deleting if audit trail or compliance requirements exist.
Always review the confirmation dialog before confirming deletion, as the action is non-reversible.
Do not bulk delete documents from the Pending tab unless certain the documents are duplicates or erroneous uploads.
Bulk Download
The bulk download operation exports selected documents and their extracted data in a single compressed file.
Download Workflow:
Select up to 50 documents from any tab
Click "Download" from the bulk actions menu
Select the export format:
CSV: Extracted data in comma-separated format; one row per document
JSON: Extracted data in JSON format; one object per document
PDF: Original documents in PDF format (if available); compressed archive
Excel: Extracted data in Excel spreadsheet format
Click "Download" to generate the export file
The compressed file (ZIP) downloads to your computer
Extract the ZIP file to access individual documents or data files
Download Best Practices:
For large batches (40-50 documents), allow 30-60 seconds for file generation before download starts
Bulk download respects the "Customize captured fields" settings; disabled fields are not included in exports
Use CSV or Excel export for data integration with external systems (ERP, accounting software)
Use PDF export for archival or distribution of original documents
Bulk Reprocess
The bulk reprocess operation re-submits selected documents to the AI Model Garden for re-extraction. Reprocessing overwrites previous extraction results with new results.
Reprocess Workflow:
Select up to 50 documents from any tab (typically the Pending or Rejected tabs if reprocessing failed documents)
Click "Reprocess" from the bulk actions menu
A confirmation dialog appears warning that reprocessing will overwrite extracted data
Click "Confirm Reprocess" to proceed or "Cancel" to abort
Selected documents re-enter the processing queue (average 1-5 minutes per document)
Upon completion, extracted data is updated with new results
Documents return to "Pending (Waiting for Review)" status
Reprocess Best Practices:
Use reprocess to recover from failed extractions (Failed status documents)
Reprocess when instructions (Instruction Builds) are updated to apply new extraction logic to existing documents
Be aware that reprocessing resets manual changes: manually assigned trading parties, manually corrected field values, and any other manual overrides are lost
Document the reason for reprocessing in case audit trail questions arise
Use bulk reprocess for up to 20 documents at a time to avoid overwhelming the processing queue; large reprocess batches (50+ documents) may delay processing of newly uploaded documents
Critical Warning - Data Loss Risk:
Reprocessing documents is destructive to manual edits. If you have manually assigned trading parties, corrected extraction errors, or made other manual changes to documents, reprocessing will overwrite those changes with AI-extracted results. Always create a backup export before bulk reprocessing important documents.
Bulk Review
The bulk review operation allows users to review and approve/reject multiple documents in a streamlined workflow, applying consistent decisions to similar documents.
Bulk Review Workflow:
Select up to 50 documents from the Pending tab (only available for documents awaiting review)
Click "Bulk Review" from the bulk actions menu
The bulk review interface opens, displaying selected documents in a scrollable carousel
For each document:
Review extracted data in the detail pane
Correct any extraction errors by editing field values
Assign or verify the trading party (supplier, customer)
Add comments or notes (optional)
Click "Approve" to approve the document or "Reject" to reject it
Navigate between documents using "Next" and "Previous" buttons or by clicking document thumbnails
After all documents are reviewed, click "Complete Review" to confirm
Bulk review completes and documents are moved to Approved or Rejected status
Bulk Review Best Practices:
Use bulk review for documents from the same supplier or document type to apply consistent extraction logic
Focus bulk review on documents with high confidence scores (80%+) to maximize efficiency
For documents with low confidence scores (< 70%), review individually rather than bulk reviewing to ensure quality
Assign documents to specific Reviewers/Validators rather than bulk reviewing as a team to avoid duplicate work
Document review notes in the comments field for audit trail purposes
Bulk review the Pending tab sequentially (oldest documents first) to maintain FIFO processing order
Supported Configurations and Options
Operation | Limit | Restrictions | Data Loss Risk |
Bulk Delete | 50 documents | All tabs | High (permanent deletion) |
Bulk Download | 50 documents | All tabs | None (read-only) |
Bulk Reprocess | 50 documents | All tabs | High (overwrites manual edits) |
Bulk Review | 50 documents | Pending tab only | Low (with confirmation) |
Other Technical Specifications
Specification | Value | Notes |
Maximum Documents Per Bulk Action | 50 | Hard limit enforced at UI and API |
Bulk Delete Confirmation Required | Yes | Non-reversible action requires explicit confirmation |
Bulk Download File Compression | ZIP (Deflate) | Compresses to ~30% of original size |
Bulk Download Generation Time | 30-60 seconds | For 40-50 document batches |
Bulk Reprocess Queue Position | Behind new uploads | Reprocessed documents are deprioritized |
Bulk Reprocess Time Per Document | 1-5 minutes | Depends on document complexity |
Bulk Review Interface | Carousel | 1 document at a time with navigation |
Bulk Review Default Duration | 2-3 minutes per document | Experienced reviewers; varies by document type |
Bulk Action Confirmation Timeout | 5 minutes | Confirmation dialog must be completed within 5 minutes |
Concurrent Bulk Actions | 1 per user | Only 1 bulk action can be in progress per user session |
Bulk Action Audit Logging | Complete | All bulk actions logged with user, timestamp, document list |
Notes
Selection Persistence: Document selections are cleared when navigating between tabs or applying filters. Users must re-select documents after tab changes.
Concurrent Bulk Actions: Only one bulk action can execute per user session. If a user initiates a bulk action and then attempts another bulk action, the second action queues until the first completes.
Bulk Delete Recovery: Deleted documents cannot be recovered from Docupath. Organizations requiring audit trails should export documents before bulk deleting.
Bulk Reprocess Manual Edit Loss: Reprocessing a document discards any manual corrections, trading party assignments, and other manual changes. There is no undo/rollback capability.
Bulk Review Incomplete Sessions: If a bulk review session is abandoned mid-review, documents already approved/rejected are saved, but remaining unapproved documents return to Pending status.
Bulk Download Size Limits: Bulk downloads of 50 large documents (averaging 5MB each) may result in ZIP files exceeding 200MB. Browser download size limits may apply.
Bulk Action Performance: Bulk actions on Pending tab documents while new documents are uploading may experience increased latency (5-10 seconds vs. typical 1-2 seconds).
Select All Behavior: When more than 50 documents are visible, clicking "Select All" only selects the first 50 documents. Users must manually page through and select additional documents if needed.
Multi-Tab Bulk Actions: Bulk actions cannot be performed across multiple tabs. All selected documents must be in the same tab (Pending, Validated, Approved, or Rejected).
Bulk Review Status Change Race Condition: If a document's status changes while bulk reviewing (e.g., rejected by another user), the document may appear inconsistently in the review interface.