Bulk actions

Introduction

Bulk actions apply one operation to many entities at once, from any view in Dotfile — Cases, Checks, Companies, Individuals. The work happens once instead of fifty times, and every run is logged.

Key capabilities:

Multi-select with checkboxes and “Select all” on current and filtered views
Contextual actions based on entity type
Background execution you can follow, cancel, and inspect item by item
Activity logging and granular permissions

Getting started

Selecting items

Use the checkbox in a row to select individual items; use the header checkbox to select all visible rows.
When using the header checkbox to select all visible rows, the selection can be extended to include all entities in the current view if more rows exist beyond those visible.
Selections persist when navigating between pages.
Only the selected rows you can see are acted on, unless Select all in view is enabled.
Use the Clear selection button to deselect all rows.

Ongoing action lock

Only one bulk action can run at a time per workspace. If another user has started a bulk action, you can view its progress but cannot initiate a new one until it completes.

Actions by entity

Actions appear as soon as one item is selected, and only those that apply to the entity type you are looking at. An action can be offered when some of the selected items are ineligible: those are skipped, and reported in the results.

Cases

Set template
- Choose a template in the modal.
- Behavior:
  - No existing template → set and launch.
  - Same template → re-launch.
  - Different template → replace and launch new.
Add tags
- Select tags in the modal.
- Existing tags are preserved; duplicates are skipped.
Send communication
- Compose subject, message, and optionally add a client portal link.
- Behavior:
  - If no business contact → skipped.
  - If multiple contacts → sent to the first contact in the list.
Delete: Requires a confirmation modal with type-to-confirm.

Checks

Delete: Requires a confirmation modal with type-to-confirm.

Companies and individuals

Add checks
- Choose a check type. Available options:
  - Companies: AML screening, Company monitoring, Document, Online reputation
  - Individuals: AML screening, Identity verification, Identity document, Document, Electronic signature
- Additional inputs if required:
  - Document → select document type
  - Electronic signature (Individuals) → select document template
- If the check already exists on the entity, it will be skipped.

Execution & monitoring

Real-time progress

A bulk action runs in the background: you keep working while it processes. An AI Review run shows a live progress card in Autonomy as it goes, and every action ends with a notification telling whoever started it what happened — how many items succeeded, how many were skipped, and whether anything failed.

Results, item by item

The completion notification opens the run's detail panel, which lists every entity the action touched with its own result — success, skipped or failed — and spells out the reason behind each skip or error.

The same panel is where a running action can be cancelled. Items not yet started are marked as canceled, and processing stops as soon as the cancellation is detected.

Permissions

Owner, Members and Admin can execute bulk actions by default.
Bulk Actions have dedicated permissions for Custom roles, separate from single-item actions. Admins can grant permissions per action type and resource.