Send multiple related documents or templates to the same signer or group of signers in a single request. Document Packs guide signers step by step, ensure only assigned fields are completed, and provide individual finalisation with an audit trail for each document. This streamlines the signing process and keeps everything compliant.
Requirements
Supported document formats: PDF, Word, Excel, PowerPoint
Permissions to create and send documents in QuicklySign
Stable internet connection and a supported browser
Instructions
You can create a Document Pack in one of three ways: using documents on your PC, merging multiple templates, or a combination of both.
Option 1: Create a pack using documents on your PC
Start by uploading one document from your device.
Once in setup, additional documents can be added using the Add New Document tab found below the Document Pack Settings section (after Who Must Sign).
Each uploaded document must be configured individually before sending.
Option 2: Merge multiple templates from the Templates landing page
Click on the Templates tab from the home screen.
Select the templates you wish to include in the pack.
Click Actions above the list, then select Create Document Pack.
This will create a pack in setup with all selected templates ready for configuration.
Option 3: Combination
You can start with either uploaded documents or templates, then add the other type using the Add New Document tab in setup.
Configure each document individually before sending.
Document Pack order
Rearrange documents by clicking and dragging to the preferred sequence.
Signers progress through the documents in this order.
Signers and visibility
All signers can view the full Document Pack, even if they only need to sign some documents.
Once signing is complete, all signers receive a confirmation email with copies of all documents.
Expected Outcome
The Document Pack is configured and sent in a single signature request. Signers progress through each document efficiently, fields are completed as assigned, and each document maintains its individual audit trail for compliance and record-keeping.
FAQs
Can I send multiple documents to different signers in the same pack?
No. Document Packs are designed for the same signer or group of signers.
Do all signers see every document in the pack?
Yes. Every signer has visibility of all documents, regardless of which ones they are required to sign.
Can I rearrange documents in a Document Pack?
Yes. Click and drag the documents into the preferred order before sending.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]