Bulk workflows
Why does a bulk action ask for shared details before starting?
Portal-upload confirmations can apply shared verification details across the selected records.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → select records → Save Draft to Portal
How to do it
- Select only the records intended for that account and shared metadata.
- Click Save Draft to Portal and read Confirm Batch Upload (Form 146) or the corresponding Part confirmation rather than treating it as an informational popup.
- Check the displayed verification date/place/IP or other fields for this batch; split the selection if they should differ.
- Confirm the operation and inspect each row's result afterward.
What to expect
The workflow uses the metadata confirmed in that action's dialog for the selected records.
Important details
- An Excel wizard's common profile, a Part C acknowledgement-import confirmation and a portal-upload confirmation are different dialogs.
- Resolve account/CA/remitter mismatches before confirming; changing a common value just to bypass a warning can affect the entire batch.