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How can I clean up my file names via bulk edit?

You can use the bulk edit feature to make multiple name changes in ContractSafe to My Company and/or Counterparty fields.

You can filter by the incorrect name or name you want to remove/change. Then, select the checkbox to the left of all of those documents.


You will see your bulk action at the top of the list and you can select Edit and update the Counterparty or My Company name.

Once you have changed or deleted all the incorrect/misspelled/wrong names from all documents, that name will delete itself from your dropdown list.