> ## Documentation Index
> Fetch the complete documentation index at: https://docs.puddin.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Multiple Applicants with Bulk Actions in Puddin

> Select and act on multiple applicants at once — send invitations, assign reviewers, send reminders, and export applicant data in bulk.

Bulk actions let you perform the same operation on many applicants simultaneously, saving you from repeating the same steps across a large cohort. You can select applicants manually or use filters to build a precise selection, then apply any available bulk action to the whole group at once.

## Selecting applicants

### Manual selection

Check the checkbox to the left of each applicant row you want to include. As you select applicants, a bulk action bar appears at the bottom of the screen showing how many applicants are selected and the actions available.

To select all applicants currently visible in the list (respecting any active filters), check the **Select all** checkbox in the column header. If your list spans multiple pages, Puddin will ask whether you want to select only the current page or all matching applicants across all pages.

### Filter-based selection

Use filters to narrow your list to exactly the applicants you want to act on, then use **Select all** to capture the entire filtered group in one step. This is the most efficient approach for large cohorts.

<Steps>
  <Step title="Apply your filters">
    Click **Filter** and set the criteria you need — for example, **Status: Not Invited** to find everyone who hasn't yet received an invitation.
  </Step>

  <Step title="Select all filtered applicants">
    Check the **Select all** checkbox in the column header. When prompted, choose **Select all \[N] applicants** to include every matching row, not just those on the current page.
  </Step>

  <Step title="Choose a bulk action">
    Select the action you want to apply from the bulk action bar at the bottom of the screen.
  </Step>
</Steps>

## Available bulk actions

<CardGroup cols={2}>
  <Card title="Send Invitations" icon="envelope">
    Send invitation emails to all selected applicants who have a status of **Not Invited**. Applicants who have already been invited are automatically skipped.
  </Card>

  <Card title="Send Reminders" icon="bell">
    Send a reminder email to all selected applicants whose status is **Invited**, **Not Started**, or **In Progress**. Applicants who have already submitted are automatically skipped.
  </Card>

  <Card title="Assign Reviewer" icon="user-check">
    Assign a single reviewer to all selected submissions, or distribute submissions evenly across a group of reviewers. See [Assigning Reviewers](/admissions/review/assigning-reviewers) for details.
  </Card>

  <Card title="Export Data" icon="download">
    Export applicant records for the selected group. Choose from CSV or PDF format.
  </Card>
</CardGroup>

### Sending bulk invitations

<Steps>
  <Step title="Select applicants">
    Filter or manually select the applicants you want to invite. For a first send, filter by **Status: Not Invited** and select all.
  </Step>

  <Step title="Click Send Invitations">
    In the bulk action bar, click **Send Invitations**.
  </Step>

  <Step title="Review the confirmation">
    Puddin shows how many invitations will be sent and flags any applicants who will be skipped (e.g., those already invited). Click **Confirm** to proceed.
  </Step>
</Steps>

<Note>
  Bulk invitations are dispatched in the background. Large sends may take a few minutes to complete. You'll receive an email confirmation when all invitations have been dispatched, including a summary of any delivery failures.
</Note>

### Scheduling bulk reminders

Rather than sending reminders immediately, you can schedule them to go out at a specific date and time:

1. Select the applicants you want to remind.
2. Click **Send Reminders** in the bulk action bar.
3. Toggle **Schedule for later** and select the date and time.
4. Click **Schedule Reminders**.

Scheduled reminders appear in **Admin → Scheduled Actions**, where you can edit or cancel them before they send.

### Bulk export formats

When exporting applicant data in bulk, choose the format that best fits your next step:

| Format  | Best for                                                                |
| ------- | ----------------------------------------------------------------------- |
| **CSV** | Importing into admissions management systems, filtering in spreadsheets |
| **PDF** | Sharing formatted reports with colleagues, governance documentation     |

The exported file includes all columns visible in the current list view. Customise which columns are included by adjusting the column settings before exporting.

<Warning>
  Bulk exports may contain sensitive personal data. Store and share exported files in accordance with your institution's data handling policies and applicable data protection regulations.
</Warning>

## Clearing your selection

To deselect all applicants, uncheck the **Select all** checkbox or click **Clear selection** in the bulk action bar. Navigating away from the page also clears your selection.