Can I send multiple documents to a signer at once, or do I need to send them individually?

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

If you have a pack of related documents/templates that you would like to send together to the same signer(s), you can set them up as a ' document pack'. These will be sent as one signature request, that will require each signer to complete each document on which they have been assigned fields.

Please note:

• All the signers will be able to see all the documents, whether they need to sign all of them or not.
• Once all the signers have completed the document pack, they will all receive copies of all the documents via the confirmation email as normal. 

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.

Document pack order

Should you wish to have your signers go through the documents in the pack, in a particular order, you can reorder the documents by simply clicking and dragging.

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 normal.

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

From the document pack

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 normal.

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