Your CRM enables you to easily combine multiple PDF documents into one PDF application when sending the documents for clients for e-signature.
Combining multiple documents into a single application makes the E-Signature process much faster and simpler for your clients.
Instead of receiving multiple emails and e-signature links, the clients will receive only one E-Signature notification email and can sign all of the combined documents in a single E-Sign session.
Here are the steps to combined multiple documents into a single application and sending it to a client for E-Signature.
Step 1: Navigate to E-Signature Tab for Any Lead
Navigate to the E-Sign tab in the lead to which you’d like to send a combined PDF for e-sign:
Step 2: Select Documents to Add or Remove from E-Signature Application
Once you are on the e-sign tab of a lead page, click the Select button next to "Send Multiple E-Sign Documents":
You’ll see a popup appear with options for selecting the documents you’d like to combine and send to the client to e-sign and submit:
To find specific documents quickly, you can use the search bar within the popup.
You can also select multiple apps at the Category level all at once using the checkbox next to the category name.
Once you have selected multiple documents, you can also change their order of appearance in the final combined PDF file that will be generated.
To change the document order head to the Select The Document Order section further down the popup and click/drag your selected documents into the right order:
The first document serves as the basis for attachment settings on the combined PDF, including the email template, signed template, signed notification, and other E-Signature application settings.
Under Select the Document Order, the primary document will be marked with a yellow star.
Documents with attachment fields built-in will have the number of optional/required attachments below the document title:
Step 3: Generate and Preview Email
Once you’ve selected the right documents and determined their proper order, it’s time to generate the email and preview what the client will see.
Click Generate & Preview Email, which will generate the email with your template and a link that recipients can click to view and sign the combined e-sign PDF containing each document.
Step 4: Confirm and Send
Finally, confirm the email preview is correct and click Send Email.
After the client signs the combined document it will be saved on the E-Sign tab on the lead:
Additional documents will also be saved on the lead Attachments tab as follows:
- Each signed document is saved as an individual PDF (marked Signed), including a separate PDF for the E-Sign audit trail
- All documents and the audit trail are also saved as one combined PDF file (marked Combined-Signed)
- Unsigned PDF files that were part of the combined E-Sign document are saved as separate files. These files show the information that was generated at the time of sending the combined document to the client for E-Signature.
Here is a sample screenshot showing all of the files that were saved on the Attachments tab after the combined E-Sign document consisting of an MPA and a Lease Agreement document was signed by the recipient:
With all individual files attached, your team can easily send signed files to the right places as soon as the client submits their e-signed documentation.
The client will receive an email confirming their successfully submitted e-sign documents, along with a copy of the combined PDF and an audit trail showing each step of the e-sign process.