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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 the Create New Bulk Link option.

bulk1.png

  • Alternatively, you can create a bulk link using a template by navigating to the Templates menu and selecting All Templates.
  • Hover over or select the required template, then choose Create Bulk Link from the context menu.

create bulk link option

  • 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.

browse template button

  • The templates dialog box will appear, showing all saved and shared templates.
  • Choose a template from the list of templates and then click Use.

template dialog box

  • On the Prepare Bulk Link Document page, the file, role, and CC recipient details added to the chosen template will be added.

prepare bulk link page

  • 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.

create bulk link button

  • The bulk link will be created successfully. You can copy the bulk link URL and share it with your recipients.
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