Generate Offer Documents in Bulk

As a handy follow-up to creating offers in bulk, you can also create offer documents for many candidates all at the same time as well!

To send offers in bulk, click on the Candidates tab from your Dashboard.

From the left-hand panel, navigate to the Application Type header and filter to see Candidates Only. Continue down the left-hand panel to the Pipeline Tasks header and filter by Created from the Offers drop-down menu.

With your list of candidates filtered, click Bulk Actions.

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Select a group of candidates or click Select All to perform bulk action on every candidate on the filtered list. When finished, click Edit Selected

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From the Bulk Action dialogue box, click Generate Offer Documents.

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Select any pre-existing offer templates. When finished, click Generate.

To learn more about offer templates, please visit our documentation here.

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