Use the Action Panel to Complete a Bulk Action
Fulfillment allows you to perform actions, such as printing and archiving, on multiple documents at once. Follow the steps below to complete a bulk action:
Go to the Transactions tab and locate the documents you want to work with.
Select the checkbox next to each document you want to include in the action. To select all documents on the page, click the Select All checkbox in the column header.
Once you have selected your documents, the Actions Panel will appear at the bottom of the screen.
To access additional options, click the More Actions
icon.
⚠️ Important: Not all documents support the same actions. If any of the selected documents are ineligible for a specific action, that option may not appear in the More Actions icon.
Mark As Favorite – Favorited documents are searchable.
Edit – Make mass alternations to your documents. Each document will populate on one page, making it easy to make individual changes to several documents at one time.
Shipping Documents – Generate shipping documents. Please note that if criteria for the shipping documents is not met, they may not generate properly.
Download CSV – Download your documents as a .CSV file. A .CSV file can be opened in various programs on your computer, including Notepad and Microsoft Excel.
Archive – Archived documents will not appear in search results, unless otherwise specified in your search criteria.
Unarchive - Any archived document can be unarchived. Unarchived documents will once again appear in search results.
Close Workflow – Manually close the workflow on the Orders. This will move the Orders from the status of Open to Complete, and remove them from the Overview tab.
Print – Print your documents as they appear when you view them within Fulfillment. Use this option if you'd like to print to PDF.
Send – Send your selected documents to your Trading Partner.
Edit Tags – Create and assign tag names to organize your documents.
Create New – Create return documents for Orders all from the same Trading Partner.
Perform a Mass Action for More than 100 Documents
The Select All option will select all documents on the current page only. If you have multiple pages of search results to select from, use the page navigation icons 
at the bottom of the screen to move between pages and make additional selections.
💡 Note: To select a larger number of documents at once, set your View Per Page option to 100. This allows you to select up to 100 documents at a time using the Select All option on each page.
You can download up to 1,000 documents at a time as a CSV file. To download more than 1,000 documents, you'll need to split the download into multiple batches.
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