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How to create Document Packs with E-Sign

Document pack for multiple document signing by one or more individuals

Send out several documents as one complete pack for signing, allowing all your signers to edit and sign all your documents at the same time, for ease of document turnaround.

Step by step guide

Step 1

Add your first document in your E-Sign workflow from one of the options shown.

send multiple documents with e-sign

Step 2

Once your first document is uploaded, click ‘Add another document’ to add further documents to your pack. You can add up to ten documents. You can also choose to forward a signed copy of any of the documents to a recipient of your choice.

e-sign add multiple documents

Step 3

Add the name and email address of the signers for each document. If you require multiple signers then simply select ‘Add another Signer’.

e-sign add a document

Step 4

Now you will be presented with all your documents, you can then populate the editable fields, including the signature placement for each document.

add editable fields for e-sign

Step 5

When the document pack is complete and ready for sending, select continue.

e-sign continue

Create Document Pack templates

Step 1

Follow Steps 1 to 5 as above to create your document pack with all the editable fields and signature placements in their required positions.

add editable fields for e-sign

Step 2

When satisfied with your document pack select the ‘Save as template’ option.

e-sign save a document template

Most frequent add to team questions

You can send up-to 4 documents in one document pack.

Yes, we take care of signature capture for you, and guide all your signers through the simple process.

Yes up-to 13 signers can sign any one document.

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