Requesting a signature using multiple templates/documents.

Signeasy allows you to select multiple templates and documents when sending out a signature request. Using this feature, you can now save yourself from the hassle of adding fields every time you have to send a signature request.

Note: This option is available only for Business and Business Pro users.

Requesting a signature using multiple templates or documents.

  • Open the Request Signature Workflow by using either of the options below:

    • Select - Send for Signature on the left-hand navigation panel and select Send for Signature.

    • Screenshot 2025-09-23 at 7.43.52 PM.pngNavigate to the Templates option on the left-hand navigation panel and select Send for Signature next to a specific template.

      Screenshot 2025-09-27 at 2.51.44 AM.png

    • Navigate to Files on the left-hand navigation panel, select the dropdown next to the document, and select Send for Signature.

      Screenshot 2025-09-27 at 2.48.47 AM.png

    • In the next section, you can choose from various options to upload the template or documents.

      Screenshot 2025-09-23 at 7.50.06 PM.pngScreenshot 2025-09-27 at 2.52.40 AM.png

  • Verify if all the required fields have been added and select Send to initiate the signature request.

    Screenshot 2025-09-27 at 2.53.59 AM.png

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