How to modify a template linked to a bulk link?

When you create a bulk link in BoldSign, it uses the exact version of the template available at that time. If you later update the template in the Templates section, those changes won’t automatically apply to the existing bulk link. To edit the template and ensure the changes are reflected in your bulk link, follow the steps below.

Steps to edit a template for a bulk link:

• Log into your BoldSign account.
• Click Bulk Links in the menu, then select My Bulk Links.

• Find the bulk link that uses the template you want to update.
• Click the three-dot menu next to it and select Edit Bulk Link.

• On the Prepare Bulk Link page, you can replace the current template with a different one if needed.

• Click Next to go to the Configure Fields page.
• Add, edit, or remove form fields as needed (e.g., make fields required, add hint text, adjust placement).

• Any changes made here will update the template directly for this bulk link.
• Once you’ve made the necessary updates, click Save Bulk Link.