Mass Edit allows users to upload existing .docx files and apply consistent updates across multiple documents without recreating templates. It supports rule-based replacements, document labelling, and AI-driven rewriting in a controlled workflow.
Users typically use Mass Edit when they need to standardise terminology, apply large-scale amendments, or organise document sets after creation.
This article covers:
1. Create a Mass Edit deal
Users start by creating a new deal from the Deals page.
Navigate to the Deals page, click Create a new deal, select Edit existing documents, and proceed to create the deal.
The deal is created without electronic signature options, as Mass Edit focuses on document transformation rather than execution.
2. Upload documents
Uploaded documents form the basis of the editing workflow.
Go to the Workflows tab, then click the upload area or drag and drop .docx files, and confirm upload to import documents into the system.
Users can upload additional documents later using the Upload button in the header.
3. Define actions
All editing rules are configured in the action table. The Workflows tab displays:
Left panel - uploaded documents
Right panel - action table
Click Add action and select an action type from the available options.
Action | Description |
Find and replace 
| Search for specific text in your documents and replace it with new text. Add conditions for more targeted replacements. |
Edit title 
| Search for specific text in your document titles and replace it with new text. Add conditions to target specific documents. |
Add label 
| Add a label to documents that meet specific conditions. Labels help you organise and filter documents in the Documents tab. |
Replace with AI  | Describe the changes you want AI to make across your documents. |
4. Add conditions (Optional)
Conditions allow actions to apply only when specific rules are met. Click Add condition within an action and select a condition type.
Contains - document includes specified text
Does not contain - document excludes specified text
Users can combine multiple conditions using AND / OR logic and enable case-sensitive matching or whole word matching.
5. Select documents per action (optional)
By default, actions apply to all uploaded documents.
Open the document selection list for an action, then untick the documents to be excluded.
Only selected documents will be affected by the action.
6. Preview changes
Users can review all modifications before applying them.
Click Preview mass edit in the header, review documents with tracked changes enabled, and navigate between documents using the preview controls.
This allows users to validate changes before saving.
7. Import and Export Action Table (XLSX)
The action table can be managed outside the platform.
Export template - downloads an XLSX file with column headers only (Find, Action, Data) for offline use.
Export complete table - downloads the full action table with all current rows
Upload - imports an XLSX file to populate the action table while preserving previously applied rows. Imported files replace unapplied rows, while already applied rows remain unchanged.
8. Save the Deal
Saving applies all configured actions to the selected documents.
Click Save in the deal header to apply the changes.
After saving:
All actions are applied to documents
Deal version increases by 0.1
Applied rows become read-only
9. Review and export documents
Open the Documents tab, use Group by to filter by labels, preview or compare document versions, and export documents as .docx if required.
Final documents are available in the Documents tab.
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