What’s better than a slice of toast with peanut butter and a slice of toast with jelly? Slapping them together and making a delicious PB&J sandwich! With our latest feature release, we’ve combined two of our most popular features – Multi-doc requests and Templates – to create an even more streamlined eSigning workflow.
Previously, users were only able to include one type of document per signature request. If you wanted to send off a template file and an original file for signature, you would need to make a separate request for each one. Now, it’s possible to include both originals and templates also multiple templates in a single eSignature request, instead of completing an extra step!
Add Multiple Templates in a Request Signature
Step 1: Once you’re logged into your SignEasy account, click the blue “Start Signing” button in the top left corner, then select “Request Signature.”
Step 2: Click “Select Templates” right above the drag-and-drop box. You can add as many as you like! If that’s all you need to do, review your documents and send your request. If you’d like to add original documents to the same request, move on to the next step.
Step 3: Add a combination of Original + Templates.
Click the “Select Originals” button, and include all of the files that need to be signed. You can then add required fields to your originals at this point, and simply request signature!
With this new feature release, we aim to simplify workflow and help reduce time you would usually spend in sending templates one at time, by a lot!
Our team is constantly working to add even more value to the SignEasy experience. We’re always dropping new and improved features – many of which are inspired by real customer feedback – so you can eSign with confidence and ease.
Ready to take this new feature for a spin?
Access your SignEasy account now, or start a 14-day free trial!