Removing and replacing recipients in bulk

This option allows changes to be made to a form’s recipient list in bulk if a form participant is no longer required for a particular action. If a user has completed their step, they cannot be replaced.

To remove recipients in bulk:

1. Select the forms and click Actions.

2. In the Admin menu, select Remove Recipients.
   

3. Select the recipients to remove.
   

4. Click Remove.

5. Click Yes.

To replace recipients in bulk:

1. Select the forms and click Actions.

2. In the Admin menu, select Replace Recipients.
   

3. Select the current recipient you want to replace.

4. Select the new recipient’s company and name.
   

5. Click Replace.

6. Click Yes.