Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Bulk Actions and Export
Change many orders at once and download your orders as a spreadsheet.
Change many orders in one go, or download your orders as a spreadsheet.
Overview
This guide covers the bulk actions on the Orders page and the orders export.
Who Can Access
Team members need Bulk Manage Orders for bulk actions and Export orders & ratings to export.
Step-by-Step Guide
Select orders
On the Orders page, tick the orders you want to change, or the box in the header to select every order on the page. A bar shows how many are selected.
Choose an action
Open Bulk actions and choose Follow, Unfollow, Change Status, Assign or Delete. For a status or assignment, pick it in the next list. Click Apply.
Delete and Assign skip Complete orders.
Export Your Orders
Click Export orders & ratings at the top of the Orders page and choose Excel (.xlsx) or CSV. The file includes your orders and their client ratings.