SignAndGoSending several documents in one envelope.
Real deals rarely involve one document. A lease comes with schedules, a sale with a disclosure statement, an engagement with a terms sheet. Putting them in one envelope means each signer gets one link, works through the pack in order, and you track a single item instead of four.
Building the pack
Upload each PDF or Word document into the same envelope. Arrange them in the order a reader should meet them, usually the main agreement first and the schedules or forms after it. Each document keeps its own pages, so nothing is merged into one long file you then have to pick apart.
Placing fields across documents
Fields belong to a specific page of a specific document, so you can put a signature on the main agreement, initials on each schedule, and a date field on the final form. Assign each field to the person who fills it in. A director might sign the agreement while the company secretary only initials the schedules.
- Signature and date where the agreement is executed.
- Initials on pages a signer must acknowledge.
- Text fields for details you need captured on a form.
- Tick boxes for confirmations inside a schedule.
What the signer experiences
The signer opens one link and moves through the documents in turn. Their fields are marked on each page, and they finish when the last required field in the last document is done. On a phone, this beats juggling four attachments in a mail app.
Saving the pack for next time
Check the order before you send by previewing the envelope as a signer would see it. A pack that opens on the fee schedule rather than the agreement confuses people, and a minute spent reordering saves a phone call.
If the same bundle goes out repeatedly, such as a standard client onboarding set, save the whole envelope as a template with roles for each signer. Next time you swap in the names, adjust any document that changed, and send.
When to split instead
Keep documents together when they are signed by the same people as part of one deal. Split them into separate envelopes when different people sign different documents at different times, or when one part might be declined without holding up the rest. A decline stops the whole envelope, so unrelated documents are better apart.
Common questions
- Can I use AI summaries on a pack?
- Yes. With document summaries switched on, signers can read a plain-language overview before they sign.
- Can I mix PDF and Word documents?
- Yes. Both can go in the same envelope.
- Is there a limit on how many documents go in one pack?
- Add the documents that belong to one deal. If a pack grows unwieldy, consider whether some parts would be better as their own envelope.
- Does each document get its own certificate?
- The envelope completes as one, and everyone receives the finished documents with a completion certificate.
- Can different people sign different documents in the pack?
- Yes. Each field is assigned to one signer, wherever it sits in the pack.