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How to create bulk links using templates?
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1 min read
A template contains pre-designed data set up with specific formatting, layout, and content. In BoldSign, you can create a bulk link using templates, enabling you to quickly establish a bulk link with minimal customization, saving time and effort compared to starting the process from scratch.
Refer to this article for more details on creating a template: How to Create a Template.
Follow the steps below to create a bulk link using a template:
- Click on
Create New
and select theCreate New Bulk Link
option.
- Alternatively, you can create a bulk link using a template by navigating to the
Templates
menu and selectingAll Templates
. - Hover over or select the required template, then choose
Create Bulk Link
from the context menu.
- You will be taken to the Prepare Bulk Link Document page.
- Enter the title, welcome message, and acknowledgment message in their respective fields.
- Click the
Browse Templates
button in the Add File(s) section to add a template.
- The templates dialog box will appear, showing all saved and shared templates.
- Choose a template from the list of templates and then click
Use
.
- On the Prepare Bulk Link Document page, the file, role, and CC recipient details added to the chosen template will be added.
- Make any necessary changes and click the
Next
button to move to the Configure field page. - The form fields added to the chosen template are displayed on the configuration page. You can add or remove the form fields based on your needs.
- Click the
Create Bulk Link
button to create the bulk link.
- The bulk link will be created successfully. You can copy the bulk link URL and share it with your recipients.