How do I send multiple documents at once in Papersign?

Batch-sending documents is a new way of easily sending copies of multiple documents to be signed. You can access the feature by clicking "Send documents" on your Papersign Dashboard, or using the keyboard shortcut cmd + D (Mac) or ctrl + D (Windows).

The "Send Documents" button is found on the left side of the Papersign Dashboard.

This will open up a wizard that takes you through the process step-by-step. Any selected documents will be copied into a new sub-folder and sent.

The wizard takes you through the following steps:

  1. "Choose documents" - Select the documents you wish to send by ticking the checkboxes next to them. Select all documents by ticking the top-most box.
  2. "Add signers" - Review the participants for each document. You can group participants by signer or document by toggling the view on the top-right corner.
  3. "Add variables" - Review or edit any existing variables.
  4. "Add send details" - Optionally add a custom invite message, set reminders, and expiration dates.
  5. "Choose destination folder" - Choose where the sent documents will be stored.
  6. "Confirm" - You'll have a chance to review each document's signers and settings before they're sent.
  7. "Finished"

How are the documents delivered?

Signers will receive separate signing invitations for each document via email.