Your CRM enables you to combine multiple PDF documents into a single E-Sign application when sending applications to clients for e-signature.
Combining multiple documents into a single application makes the E-Sign process faster and simpler for your clients.
Instead of receiving multiple emails and e-signature links, your clients will receive only one notification email and can sign all of the documents in a single E-Sign session.
To create a combined E-sign application open the E-Sign tab on your lead and click the Select button next to "Send Multiple E-Sign Documents":
A popup window now appears where you can select the documents you’d like to combine in your E-Sign application:
Once you select your documents, you can also change the order of their appearance in the E-Sign app by dragging the documents up or down:
The first document in the list serves as the primary document for the E-Sign app, and it's marked with a yellow star:
The E-Sign email template, signed template, signed notification, attachment settings, and other E-Sign application settings are pulled only from the primary document, and not any of the other documents that you selected.
Once you’ve selected your documents and determined the proper order, it’s time to generate the application by clicking the Generate & Preview Email button:
In the next window, add additional signers (optional) and click the Preview Email button:
An new email with instructions for signing the application is now launched, and you can send it directly to your client.
The rest of the process happens in the same way as when generating a single-document e-sign app.
Once the combined E-Sign application is signed, it will be saved on the E-Sign tab.
Additionally, the lead Attachments tab will show the combined app and individual PDF files that the combined app was comprised of.
For example, let's say that you created a combined E-Sign app from two documents titled "MPA" and "Equipment Lease".
Once the combined app is signed, the Attachments tab will show the following documents:
- Signed combined E-Sign app
- Signed individual PDF documents
- Unsigned individual PDF documents
Here is a screenshot showing the documents from our example: