If a signer(s) will need to sign off on multiple documents at once, ContractWorks allows an initiator to create a packet that will send all documents at once for signature.
Instructions
Step 1: Upload the documents for signature into the repository. The documents can exist in separate folders if you would like. Although you are sending the documents together, they will continue to live in the repository as separate documents. If you wish to consolidate all documents, that must be done outside of the system.
Option 1: Go through the Sign tab. Click on ‘Documents’.
Option2: Find the documents you would like to include in the packet in the document repository. Click on the pen icon next to an agreement you would like included in the packet within the repository.
Step 2: Add in new document by going to the ‘Actions’ dropdown and selecting ‘Add From Documents’ or ‘Add from Templates’. This will prompt you to the repository structure to select the corresponding documents to include in your packet or from your available list of templates to create a document.
Step 5: Once all documents are in the packet, click ‘Next’ to continue to the next step where you can view the documents, actions are available across the page.
On the left-hand side of the document:
- Informational field: If any information needs to be added to the document prior to sending for signature, use any tags filled out at the document level to fill.
- Signers: Select a signer. Once selected, the initiator can drag signature fields on all relevant documents in the packet.
On the right hand of the document
- Documents: Toggle through each document as needed by clicking on the document name.
Step 6: Press ‘Next’ to bring up additional packet options. This includes naming the entire packet (what the signers will see when they open their email), entering in the preferred email subject line, adding in an optional custom message in the body of the email, signature routing options, and adding in any additional recipients of the executed copy.
Step 7: Press Send will finalize the sending process and take you to an audit log where the initiator can track the progress, remind signers, or edit signers.
Step 8: Once executed, each document will re-upload with the appropriate signatures. The documents will continue to live separately in the system for tracking purposes, but the audit log will always show the corresponding documents.