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How to manage my bulk link?

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2 mins read

In BoldSign, you can organize and effortlessly track your bulk links. Additionally, you can pin important bulk links to the dashboard page for quick follow-up. This provides convenient access to overview and document pages for all your bulk links, ensuring easy viewing and searchability. You can also able to deactivate or delete unwanted bulk links, activate inactive ones, and easily create new bulk link documents.

Follow the steps below to manage my Bulk links:

  • Expand the Bulk Links menu and select the My Bulk Links option.
  • You will be directed to the My Bulk Links page, where you can find the list of bulk links.
  • The page comprises of columns like Title, Status, Created on, Date of expiry, and No. of Responses of the bulk links.
  • Use the Search box to search specific bulk links using the title of the bulk link.

Search bulk link option

  • Hover over the required bulk link and click the Context menu. A dropdown list will appear with options such as Overview, View document, Pin to dashboard, Deactivate, and Delete.

Context menu option

  • Select the Overview option to open the overview page of the bulk link, where you can access and modify the bulk link.

Overview option

  • The View document option helps to view the bulk link document pages.

View document option

  • Select the Pin to dashboard option to pin the bulk link to the dashboard for quick follow-up of the bulk link.

pin to dashboard option

  • You can delete and deactivate the bulk links.
  • If a bulk link is deactivated, it can be reactivated anytime, but if a bulk link is deleted, it cannot be retrieved.
  • To create a new bulk link document, click the New Bulk Link button at the top-right corner of the page.

New bulk link option

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