ShareFile

Send a document package

November 2, 2023

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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 separately. 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.

Prerequisites

Files types available for packaging: .pdf, .txt, and .docx
The total size of the combined document should not exceed 20 MB
Document packages can not be used with a template

Instructions

Use the following instructions to create a document package in ShareFile Signatures.

Sign into your ShareFile account.
Select Signatures > Signature Requests.
Select Create signature request.
Select a Document to send by dragging a file to the window or select Browse files.
Repeat step 4 for up to a total of 5 documents to send as a package.
Enter the recipient information including Name and Email.
Select if the recipient is to be a signer or viewer of the document.
Tips:
- Add recipients is an option if you must send the same document for multiple signers listed. For more information, see More
- Set signing order toggle allows you to stagger the requests based on the order set during the request for addition signers. For more information, see Set signing order.
Select Next Step.

The Merge documents pop-up displays stating the documents will be combined into one file package for signature.
Select Merge documents.

The Merge documents status displays.

Once the merge process completes, you can add fields.
Select the fields that you want to add to the document then drag them into place.
Select Next Step.
Verify the Document name and edit if necessary.
Select Edit to choose where you want the signed document to be stored or leave the default setting.
Add an optional note for the signer.
Set the expiration for the request.
Select the Passcode toggle to generate a code the signer needs to open the signature request.
Select the Knowledge-Based Authentication toggle to require recipients to verify their identity with a knowledge-based quiz. Each signer needs to independently verify before signing the document.

Note:

Signers will be locked out of the document after 3 failed attempts.
Under Default settings select the optional Edit Default settings or skip to the next step. For more information on the setting options, see Default settings.
Select Save for changes to the default settings.
Select Send signature request.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Send a document package

November 2, 2023

Contributed by:

November 2, 2023

Contributed by:

Send a document package

Prerequisites

Instructions

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