You can share multiple documents at once with our bulk sharing feature. This article outlines how to bulk share documents on a case.

To share multiple documents at once, open the Case Details page for the case or enter it into the search bar. Then, under the Items & Info tab (selected by default), click the Documents tab.

When looking at a list of documents on a Case Details page, each document has a checkbox to the left of its icon. Check each document that you would like to edit the sharing settings for.

​When you select one or more of these checkboxes, a drop-down option labeled "Actions" will appear at the top of the document list with an option for "Share."

Clicking the "Share" button will display a window to edit the sharing settings for all of the selected documents. Choose which contacts you would like to share the files with, then select "Share."

Please Note: This batch sharing option will override all previous sharing settings on the documents selected.