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Bulk downloading files & assigning tasks against documents

DocumentsFor adminsVerified 23 Sep 20261 min

Bulk downloading

Select multiple documents and choose Download — for larger selections, Teammate prepares the files asynchronously and notifies you when the download is ready.

Assigning a task

Open a document (or select several) and use Assign Task to raise follow-up work linked to it — for example, requesting an update to an outdated policy.

Walkthrough video

Every step above, performed once in a demo organisation.

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