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.