{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/d72bf9f3fa0f434ab5aa98bad95ef491\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/d72bf9f3fa0f434ab5aa98bad95ef491-9f20cb1782118324-full.jpg","duration":307.1573,"title":"How to bulk edit information of existing stakeholders","description":"When to Use Bulk Edit\n\nPrimary Use Cases:\n\n- Multiple stakeholder updates: When editing 5+ stakeholders to avoid manual one-by-one changes\n- Contact information updates: Changing email addresses, residential addresses for stakeholders not in HR systems\n- Investor management: Updating investor information (since they're typically not in HR software)\n- Group assignments: Adding newly onboarded employees to specific groups simultaneously\n- Custom field population: Filling new custom stakeholder fields across all stakeholders when HR integration isn't available\n\nHow Bulk Edit Works\n\nProcess Overview:\n\nDownload: Export current stakeholder data as Excel template\nEdit: Modify stakeholder information in Excel\nUpload: Re-import the updated file to refresh Legi with changes\n\nExcel Template Structure:\n\nContains all current stakeholders in your account\nStandard columns: email, group, address fields, personal email\nCustom columns: Any custom stakeholder fields you've created\nCritical: Stakeholder ID column (must never be edited or deleted)\nImportant RestrictionsWhat You Cannot Do:\n\nDelete stakeholders: Bulk edit cannot remove stakeholders from the system\nDelete rows: All stakeholder rows must remain in the template\nEdit stakeholder IDs: This column identifies stakeholders and must stay unchanged\n\nWhat You Can Do:\n\nUpdate contact information (emails, addresses)\nAssign stakeholders to groups\nPopulate custom field data\nModify any existing stakeholder information"}