Signature packet customization options

In this article:

• Signing and delivery
• Document visibility
• Packet Options
• Group Messaging
• Cover page and index

Signing and delivery

1. Enable eSigning : converts the PDF packet into an eSign packet and allows you to add the eSign fields.
2. Send directly to signatories : sends the packet email directly to the signer

Document visibility

1. Include full signing documents : Includes the full version of the documents signers are assigned to sign
   1. Hide signature pages for other signers : Will show a signer only their own signature pages when they view the full document version. Only available when the full signing documents are attached.
2. Include additional documents: allows you to attach non-signing document for review.

Packet Options

1. Insert divider slip pages : Adds slip pages in the PDF packet
   1. Use document's first page as slip page : Uses the first document page as the slip page
2. Apply multiple copies to all pages : allows you to specify the number of copies for each page.
3. Deliver all packets in a single email :
   1. For PDF packets, this will send you a PDF file for each signer's packet. All PDF files will be attached in the same email
   2. For eSign packets, you will receive one email that contains a signing link for each signer.
4. Send as Microsoft Word packets : This feature is in BETA. It will send the PDF packet as a Word packet instead
5. Combine selected signature pages for multiple signatories into a single PDF packet : This will let you get one combined PDF file of all selected signature pages.

Group messaging

1. Message for all selected signers : typing in this field will populate the same message for each selected signer. You can add unique messages in the individual's message field after using the bulk message field.
2. Additional recipients : This will CC the added recipient on the signature packet. They'll get a view-only link to the signature packet.

Cover page and index

1. Include cover page : if you're sending a PDF packet, you can include a cover page with any selected signing instructions.
2. Include document index : if you're sending a PDF packet, you can include an index page listing the signing documents.