Client Bulk Actions

You can update various client settings using the gear icon under the Global Clients tab. Refer to the articles linked below for details on each section.

1. Bulk Update

2. Bulk Send Client Message

3. Bulk Send Proposal for Signature

4. Bulk Upload Document

5. Bulk Create Document From Template

6. Bulk Create Client Action

7. Bulk Document Request

8. Bulk Request Form Submission

9. Bulk Request RS Template Signature