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

If you have a group of related documents 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 constituent document on which they have fields assigned.

Begin by creating a document or template from one of the documents, then click Upload new document to add more documents to the pack.

If you are creating a template pack with multiple documents, and do not always send every document in every signing request, create your template pack with all the possible documents you may send together. At the time that you use the template, you can delete the irrelevant documents prior to requesting signatures.