Bulk Update lets you add the same form or document to several Programs at the same time, so you don't have to edit each Program separately.
Before You Start
Bulk Update only attaches forms and documents that already exist. If you haven't created yours yet, go to My Company > Forms and set them up first.
Step 1 — Select Your Programs
Go to My Company > Programs
Check the box beside each Program you want to update
To select all Programs, 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
