Bulk Actions for Managing Multiple Line Items in Documents and Templates

This guide explains how to use Bulk Actions to efficiently manage multiple sub-items within a document or template. Bulk Actions allow you to select several line items at once and perform actions—such as deleting them—without editing each item individually. 

Steps

1. Go to the Bid Packages workspace.
2. Click Projects in the left navigation.
   The Project Dashboard opens, showing all existing projects.
3. Select the project and open the document where you want to manage multiple line items.
   Ensure the document is in Editing mode.
4. The Document Preview opens.
5. Locate and click the root line item that contains the sub-items you want to manage.
6. The line item’s Actions Menu (three-line menu icon) appears.
   • If the menu is expanded, click Select Items as shown in the image below.
     
   • If the menu is collapsed, click the Select Items icon as shown in the image below.
     
   • If the selected line item does not contain sub-items, the Select Items option will not appear.
7. Checkboxes will now appear next to each available sub-item under that root item.
8. Select the checkboxes for the sub-items you want to manage or check the parent item to select all sub-items at once.
   As soon as at least one item is selected, the Actions button appears at the top of the document.
   
9. Click the Actions button as shown as above. You can then:
   • Click Delete to remove the selected line items.
   • Click Cancel Selection to exit bulk selection mode without making any changes.
10. If you choose Delete, a confirmation dialog titled Deleting Content will appear.
11. Click Yes to confirm and remove the selected items from the document structure.
    Deleted items are moved to the Document’s Recycle Bin and can be restored later if needed.

💡 Tip

• Bulk Actions apply only to sub-items within a selected parent line item. If a line item does not have sub-items, bulk selection will not be available.

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