Help Center | DealView

DealView supports bulk operations to help you manage large numbers of contracts efficiently.

Selecting Multiple Contracts

Selection Methods

Method	Action	Use When
Click	Select single contract	Individual selection
Shift + Click	Select range	Selecting consecutive contracts
Ctrl/Cmd + Click	Toggle selection	Adding/removing specific items
Select All	Select visible contracts	Operating on current view

Selection Bar

When you select contracts, a selection bar appears showing:

Number of selected contracts
Available bulk actions
"Clear selection" option

Keyboard Shortcuts

Press A to select all visible contracts. Press Escape to clear selection.

Bulk Delete

Remove multiple contracts at once.

How to Bulk Delete

Select contracts using any selection method
Click Delete in the selection bar
Confirm deletion in the dialog
Contracts move to Trash

Soft Delete

Deleted contracts go to Trash for 30 days before permanent deletion. You can restore them during this period.

What Gets Deleted

Contract file and metadata
AI analysis results
Associated notes and comments
Folder assignments

What's Preserved

Audit log entries
Historical reports that referenced the contract

Bulk Export

Export multiple contracts in various formats.

Export Options

Format	Description	Best For
PDF Bundle	ZIP of original PDFs	Archive or sharing
Excel Report	Spreadsheet with metadata	Analysis and reporting
JSON Data	Structured contract data	Integration or backup
Full Export	PDFs + metadata + analysis	Complete backup

How to Bulk Export

Select contracts to export
Click Export in the selection bar
Choose export format
Select data to include:
- Original files
- AI analysis data
- Metadata and tags
- Notes and comments
Click Export
Download when ready (email notification for large exports)

Export Limits

Plan	Max Contracts per Export
Freemium	10
Starter	100
Professional	500
Enterprise+	5,000

For larger exports, split into multiple batches or contact support.

Bulk Move

Organize contracts by moving them between folders.

How to Bulk Move

Select contracts
Click Move to in the selection bar
Choose destination folder
Confirm the move

Moving Tips

Create the destination folder first
Contracts can only be in one folder
Moving preserves all metadata and analysis

Bulk Tagging

Apply or remove tags from multiple contracts.

Add Tags

Select contracts
Click Add Tags in the selection bar
Select existing tags or create new ones
Apply to all selected

Remove Tags

Select contracts
Click Remove Tags
Select tags to remove
Confirm removal

Tag Management

Tags are shared across your workspace. Creating a new tag makes it available for everyone.

Bulk Re-Analyze

Re-run AI analysis on multiple contracts.

When to Re-Analyze

After AI improvements or updates
When original analysis had errors
To apply new analysis features
After correcting source documents

How to Bulk Re-Analyze

Select contracts
Click Re-Analyze in the selection bar
Confirm (this uses AI operations)
Analysis runs in background

AI Operations

Each re-analysis uses one AI operation from your quota. Check your remaining quota before bulk re-analyzing.

Re-Analysis Options

Option	Description
Full Analysis	Complete re-extraction
Quick Update	Only update missing fields
Risk Score Only	Recalculate risk scores

Bulk Category Assignment

Change contract types for multiple contracts.

How to Assign Categories

Select contracts
Click Set Type in the selection bar
Choose contract type (NDA, MSA, SLA, etc.)
Apply to selected

This is useful for:

Fixing AI misclassifications
Standardizing categorization
Organizing after migration

Best Practices

Performance

Select fewer than 100 contracts at once for best performance
For very large operations, work in batches
Background operations (export, analyze) send email on completion

Organization

Use folders for permanent organization
Use tags for flexible cross-cutting labels
Combine both for powerful organization

Safety

Review selection before destructive actions
Use Trash as safety net (30-day retention)
Export before major deletions

Keyboard Shortcuts Reference

Shortcut	Action
A	Select all visible
Escape	Clear selection
Delete	Delete selected
E	Export selected
M	Move selected
T	Tag selected

Troubleshooting

Selection not working?

Ensure you're in list view (not card view)
Check that contracts are loaded
Refresh the page

Bulk action grayed out?

Some actions require minimum selection count
Check plan limits
Verify you have permission

Export taking too long?

Large exports run in background
Check email for completion notification
Contact support if stuck for hours

Bulk Operations