How to track bulk link activities on the dashboard?

You can monitor Bulk Link activity directly from the Dashboard by pinning a Bulk Link as a dashboard widget. The widget displays key information such as the Bulk Link status, response count, recipient activity, and activity dates, allowing you to track progress without navigating to the Bulk Links page.

When to use this feature?

Use this feature to monitor the status and activity of a Bulk Link directly from the dashboard.

Steps to pin a bulk link to the dashboard and track its activity

Follow the steps below to pin and track Bulk Link activity from the dashboard.

1. Go to Bulk Links > My Bulk Links
2. Locate the required bulk link, click the more options (⋮) menu next to it, and select Pin to dashboard to track its activity from the dashboard.
3. The selected Bulk Link is added to the dashboard as a widget.

View bulk link activity

The dashboard widget displays the following information:

• Bulk Link status
• Number of responses received
• Recipient names
• Recipient activity status (for example, Initiated, Viewed, or Signed)
• Activity dates

To open the Bulk Link details page, click View Bulk Link.

View bulk link documents

1. Click the More Options (⋮) menu on the widget.
2. Select View Bulk Link Documents.

Remove the widget from the dashboard

1. Click the More Options (⋮) menu on the widget.
2. Select Delete Widget.

Unpin a bulk link from the dashboard

1. Go to Bulk Links > My Bulk Links.
2. Locate the pinned Bulk Link.
3. Click the More Options (⋮) menu next to the Bulk Link.
4. Select Unpin from dashboard.