Select contracts
In the Repository and Filtered views, each contract is accompanied by a checkbox.
Select a contract individually
Or select all contracts via the checkbox in the top left
As soon as at least one contract is selected, an action bar appears at the bottom of the screen.
Use bulk actions
Actions directly visible in the bar:
Some only appear depending on your rights and on what your selection contains.
Under the More button:
Tabular review
Edit contracts in bulk
The "Edit" option allows you to update multiple pieces of information such as:
Smart fields
Associated Contract type
Counterparty name
Participants
If you modify a field, the new value replaces the one for all selected contracts.
Adding Participants adds new participants without removing existing ones.
If the edit fails on some contracts, the contracts already processed keep their new values: only the failed contracts are reported to you.
Sync automations
From the More menu, this action reapplies to the selected contracts the automations of their contract type.
Processing runs in the background: you receive a notification when it is done, you do not have to stay on the page.
The action is limited to 100 contracts per batch.
If the sync fails for some of the contracts, only the failed ones are reported to you.
Send contracts for signature
Bulk sending works with:
Tomorro signature
DocuSign
Check prerequisites
The conditions are the same as for a standard sending, contract by contract:
at least one signer must be specified
no signer should be empty or incomplete
each signer must have at least one signature area
the main document must contain at least one signature area
For DocuSign:
the sender must have their DocuSign account connected
an invited user cannot launch a DocuSign sending
Send contracts
Open the More menu, then click Send for signature
Write the accompanying message
Enable reminders if necessary
If an approval is configured, it triggers automatically before sending.
The contracts then appear in Ongoing Negotiations with the status Signing.
Understand bulk sending
When you send multiple contracts for signature:
each contract is sent individually
a signature request is created for each contract
Example:
If you send 800 contracts to the same signer, they will receive 800 separate requests and must sign 800 times.
Tomorro does not group signatures: this is not a single signature for a batch of contracts.
Download contracts in bulk
The Download option allows you to retrieve multiple contracts in a single action.
If the contracts are signed, a ZIP file is generated automatically.
👉 For more details, see:
Download signed contracts in bulk
Move contracts in bulk
The Move option allows you to change the location of multiple contracts:
Select the contracts
Click on Move
Choose the target Folder
Confirm by clicking save here.
Understand move permissions
A user can move contracts if they have access to the destination Folder
Only Administrators can move Folders
If certain items cannot be moved, only those authorized will be moved and a message will be displayed.
Example: a user can move contracts, but not Folders.
Delete contracts in bulk
The Delete option allows you to delete multiple contracts:
Select the contracts
Click on Delete
Confirm
Only Administrators, internal contacts and contract managers can perform this action.
If certain contracts cannot be deleted, a message will be displayed.
👉 To find a trace of deleted contracts, see the Audit logs.
Good to know
The available actions depend on your permissions
Some actions may be limited depending on the contract status
Bulk download applies only to documents
If some contracts cannot be validated, the message specifies which ones and which fields are missing.
👉 To export contract data (Excel), see:
Export contract data