Send a document package

Send a document package allows you to merge multiple documents and send it to the signer as a single package for signature. The document package feature removes the issue of merging documents outside of RightSignature. Users are able to prepare the document on the go.

Signers can access, organize, and sign a single file. Signers can save their progress and return later.


The following instructions provide the steps necessary to merge documents into one and send for signatures.

  1. Select Start Document to open the dashboard.

  2. Select Send document package.

    Start package

  3. Choose more than one document to use this feature.

    Drag and drop


    • You can choose up to 5 files and a maximum file size of 20 MB in total.

    • The sequence of the files is determined by the sequence of selecting the files while uploading.

  4. Select Prepare Document.

    Prepare docs

  5. When prompted, type the name of the signer and their email address.

    add signer


    • Email addresses for each signer must be unique. Be sure to enter each signer’s name and email correctly because, once the document is sent, email addresses cannot be changed. The document must be recreated.

    • If you add multiple signers to a single document, you can designate signers to their own Request Field. After placing a Request Field in the document, double-click the field to open up more options. Use the drop-down menu to assign the appropriate signer to complete the field.

  6. Select Set signer order if necessary. Once enabled, the document sends to each signer in order as listed rather than sending the document to all the signers at once.


    For more information, see Assign an Order for Signers on the Same Document.

  7. Select Next: Place Fields to create the signer and annotation fields for the document package recipients.

    Place fields

  8. Select Next: Review to type a personalized message, set an expiration date, and add security settings such as passcode and KBA for the signer, if necessary.

    Next review

  9. Select Send Document.


The signer receives an email requesting the signature for the document package. You can monitor the status by selecting the document in the RightSignature dashboard.

Video: Document Packager Feature

The following two and a half minute video provides a quick review of how to use the document packager feature.

Send a document package