Batch Approve AI File Suggestions (renaming and routing)
L
Lindsey Denson
I just had a client upload a total of 35 documents to Client Uploads - and I wish I would have selected "Just do It" in the AI Agent settings, but since I didn't I wish I could select all and batch approve them
This also applies to AI file routing. When a client uploads a large batch of documents, it'd be helpful to select multiple files and approve the suggested renames and routes in bulk, instead of approving each file one at a time.
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S
Samantha Woollett
YES! Or if they add a document or two to a task that already has 35, you have to go one by one approving/rejecting the naming in order to see the timestamp and be able to identify which docs are new and relevant
B
Becca Dooley-Rhuman
Yes! Or have the option to select the ones I want to approve with check boxes.