Send mixed PDF and eSign signature packet
If you have several pages that require eSignatures, but one document that needs to be sent via PDF packet, you can do that in SimplyAgree!
- Create your eSign request using the steps listed here
- Make sure you only have the checkboxes selected for the signature pages you'd like to send via eSignature
- Then, send those selected pages using these simple steps
- Once your eSign pages have been sent out, they will disappear from your Create Packets page leaving only the pages that need to be sent as a PDF packet
- Simply select the remaining pages
- Turn off the "Enable eSigning" toggle
- Select the "Send to signatories" button