How to Send Multiple Documents
Send documents to multiple individuals to sign and manage multiple documents seamlessly within a single, organised workflow using eSign.
A Step by Step Guide - Send Multiple Documents with E-Sign
Watch the Video Tutorial
Watch our video tutorial to see how to send multiple documents in an envelope, or how to create a saved document pack template.
Step 1
Click ‘Get Started’ or drag a document in your E-Sign dashboard to being the process.
Step 2
Click ‘Add document’ to upload your first document to the envelope from a choice of six upload options.
Step 3
Click ‘Add another document’ to upload the next document. You can add up to ten documents in a document pack. You can also choose to forward a signed copy of any of the documents to a recipient of your choice.
Step 4
Here you can additional options such as SMS pin verification and ‘Send reminders’.
Step 5
Once complete, you can then add the supporting literature, email subject and description. This information will be shown to the recipient when they receive the email.
Step 6
Now you will be presented with your documents, which you can select from a tab at the top of the dashboard. Here you can populate the editable fields, including the signature placement for each document.
Step 7
When the document pack is complete and ready for sending, select ‘Confirm and Send’.
Step 8 - Create Template Document Pack
Follow steps 1 to 6 as above to create your document pack will all the editable fields and signature placements in their required positions. When satisfied with your document pack, select the ‘Save as Template’ option in the bottom left of the dashboard.
Frequently Asked Questions
How many documents can I upload and send within a document pack?
You can send up-to 10 documents in one document pack and 4 attachments.
Can my document pack be signed by more than one person?
Yes up-to 13 signers can sign any one document.
Will my clients be guided through the document pack to ensure they complete all necessary fields and sign in the correct places?
Yes, we take care of signature capture for you, and guide all your signers through the simple process.
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