This lesson will cover the following topics:

01 Getting Started

This tutorial covers bulk actions that can be performed on multiple documents.

02 Bulk Actions

When you select more than one document project, a list of available actions is displayed

Screenshot of the document generation window with multiple projects displayed

  • Generate - Runs the Titan document to generate actions and any subsequent action you have configured.
  • Send via email - Opens the Titan email editor where you can configure your email.
  • Merge - Merges your documents and generates a link to download the merged document.
  • Download - You can download your selected documents separately without merging them.
  • Preview - Preview multiple of your documents in one preview window.

03 Got Feedback?

Additional Resources