While building a process and before you start it, you can edit certain fields for multiple certification actions at once to help save time.
Bulk edit certification emails
You can bulk edit the email notifications sent to signers for your certification actions.
To bulk edit certification emails:
- In the actions list, select the certification actions that you want to edit.
- Click the Edit actions dropdown and select Certification email.
- Choose which certification emails (out of the certification actions that you selected) that you want to update:
- Select Modified emails to update the certification emails that have already been customized.
- Select Unmodified emails to update the certification emails that still contain the default email content and haven't been customized yet.
- Select All certification emails to update all the certification emails (both unmodified and modified).
- Change the subject line and email body according to your needs.
- Review the affected certification actions to make sure you want to edit the certification emails for those actions.
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Click Save to make the changes.
Note: Before starting your process, we recommend that you verify that all certification emails are correct by exporting all process actions as a CSV file.
Bulk edit certification letter assignments
You can bulk edit the certification letters that are assigned to your certification actions.
To bulk edit certification letter assignments:
- In the actions list, select the certification actions that you want to edit.
- Click the Edit actions dropdown and select Certification letter.
- Out of the selected certification actions, first choose the originally-assigned certification letter. This will give you the certification actions that are currently attached to that original certification letter.
- Then, choose the new certification letter that you want to assign those certification actions to instead.
- Review the affected certification actions to make sure you want to edit the certification letter assignments for those actions.
- Click Save to make the changes.