Bulk Operations & Filters

The Documents list (/app/documents) is built for power users managing dozens or hundreds of documents at a time. Filters narrow what you see; bulk actions operate on what you've selected.

Filters

A row of filters above the list lets you slice the workspace's documents:

Filters compose — pick a status, then a template, then a creator — each narrows the previous result. The total count above the list updates live.

The Search box on the left does a case-insensitive substring match against document name. Combine with the filters for queries like "every Sales contract submitted by Vivek that's still in Draft".

Column customization

Click the Columns dropdown (right of the sort filter) to toggle which optional columns are visible:

Your selection is persisted per browser under crove.documents.columns in localStorage, so the layout you prefer survives reloads.

Quick-view

Hover over a document name in the list (300ms delay so it doesn't fire on cursor sweeps) to see a popover with:

• Full document name
• Created + updated timestamps
• Status badge
• Template name
• Created-by name

Use this to disambiguate similarly-named docs without leaving the list.

Bulk selection

Each row has a checkbox. The header checkbox toggles all visible rows (respects active filters — you can't accidentally select hidden docs). When at least one row is selected, a sticky bulk action bar appears at the top of the list:

Bulk operations run as Promise.allSettled so a few failures don't abort the rest. Crove reports partial-failure counts in a toast at the end.

Bulk download as ZIP

Click Download ZIP in the bulk action bar to stream every selected document's signed PDF inside a single archive.

POST /api/app/documents/download-zip
{ "ids": ["doc_…", "doc_…"] }

What you get:

• One PDF per document, named after the document title (sanitized — non-alphanumeric chars stripped, (2) / (3) appended on filename collisions)
• A manifest.txt listing what was included and what was skipped (e.g. docs that don't have a generated PDF yet)

Limits + caveats:

• Cap of 200 documents per ZIP — split into multiple downloads for larger batches
• Documents without a generated PDF are silently skipped (no error, just listed in the manifest as "no PDF generated yet")
• For documents that completed long enough ago, the PDF includes the Certificate of Completion pages by default

The ZIP is generated server-side with jszip so very large archives stream back as one response — no per-file requests from the browser.

Saved views

Filter combos are powerful but tedious to recreate. Click the Views button (bookmark icon, next to Columns) to manage named views:

• Save current as view… — pops a prompt for a name, then stores the current search + status + template + creator + sort
  • column visibility under that name
• Click any saved view to switch to it instantly
• Click the trash icon next to a view to delete it
• Reset filters clears all filters back to defaults without affecting saved views

Views are stored client-side under crove.documents.views in localStorage. They're per-browser, not per-account — switching workstations means recreating them. This is intentional: views often contain sensitive filter combos (e.g. "deals with X teammate over $10k") that shouldn't auto-share to other devices.

Common patterns:

• "My open work" — Status = Sent + Creator = me
• "Stalled" — Status = Opened, sort by Updated ASC
• "Cancellations to review" — Status = Cancelled, sort by Updated DESC
• "This week's wins" — Status = Completed, sort by Updated DESC

Bulk CSV export

Click Export CSV in the bulk action bar to stream a CSV of the selected documents. The endpoint is:

POST /api/app/documents/export-csv
{ "ids": ["doc_…", "doc_…"] }

Cap: 1000 documents per export. The CSV columns are:

The Response JSON column gives you everything you need for ad-hoc analysis in a spreadsheet — load it into Google Sheets and parse the column with IMPORTJSON or paste into a tool like Hex/Mode.

For exporting all responses for a single template (across every document, not just selected ones), see Per-template CSV export below.

Per-template CSV export

Inside the template editor, the toolbar has a spreadsheet icon that exports every document ever created from that template as a CSV — column headers built from the template's variable names rather than fixed fields:

Use this when you want all responses laid out side-by-side. The endpoint is GET /api/app/templates/{id}/export-csv — it streams synchronously so it's fast for normal-sized templates.

For very large templates (thousands of documents), the POST variant queues an Inngest job that emails a presigned download URL when ready.

Status precedence (matters for filters + exports)

When a doc could match multiple statuses, Crove uses this precedence (highest wins):

1. cancelled — metadata.cancelledAt is set
2. completed — documents.completed === true
3. opened — documents.opened === true
4. sent — documents.sent === true
5. draft — none of the above

Same precedence drives the dashboard's 5-bucket stat row, the documents list filter, the bulk export Status column, and the row badges. So whatever you see in the UI is what shows up in the export.

Power-user recipes

• Find stalled docs: Filter Status = Sent, sort by Updated ASC. The top rows have been waiting longest.
• End-of-quarter cleanup: Filter Status = Cancelled, sort Updated ASC. Bulk-select, Delete.
• Audit by creator: Filter Creator = <teammate>, Status = Completed, Export CSV. Hand to legal.
• Template performance: Filter Template = <one template>, count the Completed vs. Draft buckets — high Draft% = friction in your flow.