Instead of editing each Program one at a time, you can use Bulk Update to add a Program Form, Required Document, or E-Signature Document to many Programs at once.
NOTE: You can only add documents and forms that already exist. Create them first under My Company > Forms before you start.
Step 1 — Select Your Programs
Go to My Company > Programs
Check the box beside each Program you want to update
To choose every Program, check the box at the top of the list
Step 2 — Open Bulk Update
Click Bulk Update above the Programs list.
Step 3 — Choose What to Add
In the left menu, click Enroll Form (Optional)
Turn on the toggle for the type you want to add:
Additional Program Fields — Program Forms that ask questions on the Enroll Form only for certain Programs
Required Documents — Files customers download, complete, and upload, or that you collect in person
E-Signature Documents — PDFs customers sign electronically for a legally binding signature
Step 4 — Select the Document and Save
Click the form or document you want to attach from the list
Click Update to save your changes
