Bulk Send Form

Bulk Send Form enables you to send a stored form to up to 200 Team Members in a single operation. You can choose a form from the Form Definitions you have available. Contact Sage People Support if you need to define a new form.

  1. Select or create a Team Member view to display the people you wish to send the form.

  2. Further select Team Members from the displayed view, or select all by selecting the check box at the head of the list:

    Screenshot: Selecting all Team Members in a list view

    Sage People displays the Team Member Send Form page:

    Screenshot: Send Form page

  3. In Form To Initiate use the picklist to select the form you wish to send.

  4. Select Send.