video1.0<iframe src="https://www.loom.com/embed/d72bf9f3fa0f434ab5aa98bad95ef491" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d72bf9f3fa0f434ab5aa98bad95ef491-9f20cb1782118324-full.jpg307.1573When to Use Bulk Edit Primary Use Cases: - Multiple stakeholder updates: When editing 5+ stakeholders to avoid manual one-by-one changes - Contact information updates: Changing email addresses, residential addresses for stakeholders not in HR systems - Investor management: Updating investor information (since they're typically not in HR software) - Group assignments: Adding newly onboarded employees to specific groups simultaneously - Custom field population: Filling new custom stakeholder fields across all stakeholders when HR integration isn't available How Bulk Edit Works Process Overview: Download: Export current stakeholder data as Excel template Edit: Modify stakeholder information in Excel Upload: Re-import the updated file to refresh Legi with changes Excel Template Structure: Contains all current stakeholders in your account Standard columns: email, group, address fields, personal email Custom columns: Any custom stakeholder fields you've created Critical: Stakeholder ID column (must never be edited or deleted) Important RestrictionsWhat You Cannot Do: Delete stakeholders: Bulk edit cannot remove stakeholders from the system Delete rows: All stakeholder rows must remain in the template Edit stakeholder IDs: This column identifies stakeholders and must stay unchanged What You Can Do: Update contact information (emails, addresses) Assign stakeholders to groups Populate custom field data Modify any existing stakeholder information