Signeasy allows you to bundle 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 Pro and Business 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.

• Navigate to the Templates option on the left-hand navigation panel and select Send for Signature next to a specific template.

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

• In the next section, you can choose from various options to add templates, originals, or import documents locally.

  • Originals: Stored original blank copies of any document previously imported into Signeasy

  • Template: Choose multiple templates from your library of templates

  • Upload: Select one or multiple documents to upload from your computer

  • Use a combination of documents and templates in a single request.

• All roles are added(name and email), and if the same role(email) is present, we allow you to merge the roles automatically.
  

• Select Proceed once you choose to merge relevant roles.

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