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How to batch documents into an envelope and enforce order

Documents can be batched together so that signers can seamlessly move from one document to another, without having to follow any links, and avoid an excess of email notifications. Executed documents can be delivered within one email and the Legalesign user can search for batches of documents.

Go to the Send Page , and select the first document to send out for signature.

Add more documents: at the foot of the document section, click the plus symbol to add a second document.

Continue the process until all documents in the batch have been selected.

A tickbox "Batch docs together" will be visible below your set of documents at the bottom of page. Tick it and select the options that appear to customise the batch. When you opt to enforce order a numbering will appear beside each document in your list.

This video shows you how: Batch documents together on Youtube

As with a single document, batches can be signed in sequence or in parallel. To sign in sequence use the option to enforce ordering.

If you want a signer to be able to sign all documents in one go you will need to turn off enforcing ordering (assuming there is more than 1 signer on documents, i.e. there is no need to wait for a second or third signers in a document before the next document is available to be signed).

If you change your mind about ordering later, you can use reminder emails to break the chain; you can send a reminder for any document to any signer at any time (until the person has signed or rejected).

Note: Signers need not be the same for all documents, e.g. Signer 1 on the first document does not need to be signer 1 on the second, third, fourth documents etc.