The intended audience for this article is Agents.
While on the Forms page for a Risk Profile, select multiple forms using the checkbox selectors. On the table view, the checkboxes display to the left of the table. The checkbox at the top left of the table selects all forms.
On the tile view, checkboxes display at the top right of each form tile. Additionally, a Select All option is available at the top left of the page, next to the filters dropdown.
After selecting multiple forms, select the Bulk Actions button on the top right of the page.
Five options are available:
Send Forms - send all selected forms to your collaborators. The forms will be assigned to your collaborators. You can copy a single link or send an automated email to all selected collaborators that will direct them to all forms assigned to them.
If you select a combination of customers and team members, the option to copy a link is disabled; Wunderite will send an automated email with a link instead. You can only copy a link if selected users are the same user type (i.e. all customers or all agents).
As of November 2023, an agent can only send entire forms using bulk actions. They can't send a subset of questions from multiple different forms. We will add that feature soon.
Mark Forms Complete / Incomplete - mark selected forms complete or incomplete.
If any of the selected forms have incomplete required questions, Wunderite prompts you to deselect the relevant form and mark the remaining forms complete.
If the selected forms have mixed states of complete and incomplete, you have the option to choose if you want to mark all of the forms complete or incomplete.
Download PDFs - download a zip file of selected forms, in fillable format.
Download PDFs - download a zip file of selected forms, flattened (can't be filled out).
Remove Forms - permanently delete selected forms
For any other questions, contact your Wunderite Customer Success Manager.