Creating and Sending PDF packets

This guide lists all the basic steps you'll need to get your PDF packets ready for signing! If you still have any additional questions, please reach out to our support team at support@simplyagree.com and our team would be happy to assist!

Below is an overview video showing how to set up your PDF packets.

Below is a written guide on the steps to create your PDF packet. Each step is hyperlinked to the relevant Knowledge Base article.

1. Set up your documents
   1. Upload documents into your transaction
   2. Designate your signature pages
   3. Assign the signatories to the signature page
   4. Repeat for all executable documents
2. Prep your packets
   1. Navigate to the “Create Packets” action button
   2. Select which packet(s) you want to send
   3. Choose to include the full signing documents
3. Send or download the packets
   1. Send the packets to your own email or directly to the signers
   2. Or download the PDF packets
4. Compile and download executed documents
   1. Upload scanned wet-ink signature pages back into SimplyAgree
   2. Download executed documents