# Bulk Edit

Bulk edit is a function for parameters mass configuration across all clients via uploading a .CSV file.

### Which parameters are supported:

* CP limits per assets
* Short sales bans
* Instrument whitelisting
* Bid & ask markups per instruments

### How does the feature work?

**Step 1**. Click the 'Bulk edit..." button in the Assets & Instruments.

* Assets section (for limits per asset and short sales bans)
* Markups (for bid & ask markups per instruments)
* Whitelisting section (for instrument whitelisting)

<figure><img src="/files/8xzKhDt7q7usmWguQChO" alt=""><figcaption></figcaption></figure>

**Step 2**. Create a new template.&#x20;

* Choose the assets, counterparties, and adjustments you want to edit.
* Export the .CSV template with your current configuration data.

<figure><img src="/files/cN4cylDqdZv1SueKci2e" alt=""><figcaption></figcaption></figure>

**Step 3**. Edit the .CSV

* Open the downloaded .CSV file in your preferred spreadsheet application.
* Modify the data as needed, using tooltips in the top cells for the data format guidance.
* Save the file once all changes are made.

<div><figure><img src="/files/AOZf2TZXIU876vyB316u" alt="" width="563"><figcaption><p>Downloaded file</p></figcaption></figure> <figure><img src="/files/Kcd2Ew0bjYGqMehGECzn" alt="" width="563"><figcaption><p>Edited file</p></figcaption></figure></div>

**Step 4.** Import the new file. Check that the format is .CSV

<figure><img src="/files/9TNBhmuCZcnwh5f0y5ru" alt=""><figcaption></figcaption></figure>

**Step 5.** Check the changes and start the config update by clicking the Update button

<figure><img src="/files/BmeXYVfKYOz94wPqttXn" alt=""><figcaption></figcaption></figure>

**Step 6.** The changes are applied to the system. You may use the feature again by uploading the same template with new changes.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://faq.finerymarkets.com/product-features/control-center/bulk-edit.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.