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How to save bulk link documents in drafts?

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When creating a bulk link, you can save your progress and come back to it later for further editing, refinement, or completion by saving it as a draft.

Follow the steps below to save bulk link documents in drafts:

  • Click on Create New, select the Create New Bulk Link option and you will be directed to the Prepare Bulk Link Document Page.
  • On the Prepare Bulk Link Document page, add the Title, Welcome message, Acknowledgment message, files on the Add files section, and any other required fields.
  • Then click Next and you will be directed to the Configure form fields Page.
  • On the Configure form fields page, add all the necessary form fields.
  • If at any point you want to go back and continue the creation process later, click on the Back Arrow above.

Back arrow

  • A confirmation message will pop up, click on Go to dashboard and the bulk link document will be saved automatically in Drafts.

Go to dashboard

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