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Issue forms in bulk to multiple recipients

Use the Bulk Issue dialog to select a form template and version, define recipients, and issue many form instances at once, optionally creating public access links.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Bulk Issue dialog​

From your project, open the Bulk Issue dialog so you can issue multiple form instances in a single action.

Step 2: Choose a form template​

Select the form template you want to issue from the template list; the system loads available versions for that template.

Step 3: Select a form version​

Pick the specific version of the template to issue (or keep the default latest version) so all recipients receive the correct form.

Step 4: Add recipients manually​

Fill in each recipient’s name and email address in the recipients list, adding or removing rows as needed to match who should receive the form.

Step 5: (Optional) Upload recipients from CSV​

Upload a CSV file containing recipient names and email addresses to quickly populate the recipients list instead of entering them one by one.

Step 6: Configure title and instructions​

Enter a title and any instructions that recipients should see when they receive their form instances.

Specify how many days the issued forms remain valid and choose whether to create public links for recipients to access their forms.

Step 8: Issue forms in bulk​

Confirm and issue the forms; the system creates all requested form instances for the listed recipients and returns a bulk issuance result.

Step 9: Review issuance results​

Check the summary of the bulk issuance (such as successes and failures) so you can confirm delivery or take follow-up actions.

Last updated: 2025-12-08