How to create bulk links by merging multiple templates?

In BoldSign, users can merge multiple templates when creating bulk links. The merge template feature allows users to combine two or more templates into a single template. Instead of sending each template individually, you can use the merge template feature to combine them into one bulk link that can be easily shared with recipients.

Follow the steps below to merge multiple templates while creating the bulk link:

• Click the Create New button and choose Create New Bulk Link.

• On the Prepare bulk link document page, fill in the title, welcome message, and acknowledgment message.
• Move to the Add file(s) section and click the Browse Templates button.

• The templates dialog box will appear. Hover a particular template and check the checkbox near the title.
• When you select more than one template, the Merge & Use option will be displayed. Select the templates you want to merge and click the Merge & Use option.

• Alternatively, you can also merge the templates to create the bulk link from the All Templates page.
• Select the templates you want to use and click the Merge & Use dropdown which displays two options; Create document and Create bulk link.
• Choose the Create bulk link option to merge the templates and create the bulk link.

• On the Prepare Bulk Link Document page, the files, roles, and CC recipients defined in the templates will be automatically included in the Add files, Role, and Add CC sections. If the merged templates have multiple roles, the first role in the first uploaded template will be designated as the initiator, and the others will be added as additional roles.

• You can edit the files and recipients’ roles based on your needs.
• After filling in all the fields, click the Next button to move to the Configure Field page, where all documents and form fields from the merged template are displayed.
• You can add or remove form fields based on your requirements.
• Click the Create Bulk Link button to generate the bulk link.

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