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 document pack in setup with all selected templates ready to send out to your signer/s.
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. This will then present two options: Upload a new document or Use existing Template.
Thereafter set up each document where necessary 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.
Field Sync
Consider using Field Replication to carry information from one document to another within the Document Pack. For example, a client’s full name or ID number entered in a text field in Document 1 can be automatically referenced in another document.
See the Field Replication article for more information on setting this up.
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.
Troubleshooting
If a document uploaded from your PC has not loaded within 2–5 minutes, please delete the file tab and print the document to PDF before uploading it again.
See the Troubleshooting document upload issues article for further assistance.
FAQs
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.
Is there a limit to the amount of documents I can add to a Document Pack?
There is no set limit on the number of documents you can add to a pack. However, we recommend keeping the total Document Pack size below 60 MB, as larger packs may cause slower performance for signers.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]