✅ How to Quick Verify Records

Instead of opening and signing records one at a time, you can select several records at once from the Records module and verify them in a single action.
This is useful when you are signing off a batch of routine records — a week of temperature checks, or a shift's worth of sanitation logs.

📋 Before you begin

Bulk verification is only available on forms where the verification step has been set to the Quick Verify step type. If your form does not appear under Records → Verification, it has not been set up for it. If you require asisatnce setting this up please reach out to the Customer Support team.

Bulk verifying records

Go to Records, then the Verification tab, and select your form.
Select the checkbox beside each record you want to verify. To select every record in the list, select the checkbox in the column header.
Select the Sign button at the bottom of the screen. Your signature is applied to every selected record.

Bulk verification applies the same signature to every record selected. If a record needs a comment, an attachment, or a rejection, open it individually and use the standard review process instead.
Bulk verification cannot be undone as a batch. Each record would need to be overridden individually.
This is set per form, so it needs to be enabled on each form you want to bulk verify and only users assigned to the Verification step will see the option.