Is it possible to send multiple documents to a signer in one go?

Yes, you can send multiple documents to a signer at once.

If you have a set of related documents/templates that you would like to send to the same signer(s), you can group them into a Document Pack. This allows you to send everything in a single signature request. Each signer will be guided through every document where they’ve been assigned fields, ensuring nothing gets missed. Once completed, each document will include its own individual audit trail.

Please note:

• All signers will have visibility of the full Document Pack, regardless of whether they’re required to sign every document or just a few.
• Once all signers have completed the Document Pack, each of them will receive a copy of all the documents via the usual confirmation email.

This can be done by either:

1. Uploading new documents
2. Using existing templates

Uploading new documents

Begin by uploading one of the documents, then click ' Upload new document' to add the additional documents - once uploaded, continue with the setup as normal.

Using existing templates

This can be done in one of two ways:

1. From the template list
2. From the document pack

From the template list

Begin by selecting the required templates then under ' Actions' click 'Create document pack' - once created proceed to setup as usual.

NB: please remember to update the document pack name during setup.

If you have already started setting up a document and wish to include additional (existing) templates, click ' Add New Document' then 'Use existing template'. From the list, select your desired templates then click 'Import selected template(s)' - once imported, continue with the setup as usual.

NB: please remember to update the document pack name during setup.

Document pack order

Should you wish for your signers to go through the documents in a specific order, you can easily rearrange them by clicking and dragging the documents into your preferred sequence.