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How to Bulk Assign Client or Entity Types

While on the Review & Assign step, you can bulk assign Client or Entity Types to multiple entities at once.

1. Select the entities you would like to update by checking the boxes next to their names, as shown in the screenshot.

2. Once one or more entities are selected, a Group Edit section will appear at the top.

3. In the Group Edit section, you will see options for Entity Type and Client Name.

4. Click the dropdown menu next to each field and select the desired value.

5. The selected Entity Type and Client Name will be applied to all selected entities.

This feature allows you to quickly update multiple entities at once, saving time and reducing manual effort.

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