Cover page and index for PDF packet

This cover page and index feature only applies to PDF packets. It is not available if you enable eSigning for a packet.

In this article:

Once you're ready to send your PDF packets, you can customize your cover page and index. You can choose to include a cover page, an index, or both.


PDF packet cover page

  1. The page header will be the transaction name by default, but you can change it without affecting the transaction name.
  2. You can customize the cover page by clicking the Edit content button

  1. Check or uncheck your desired options under Print and sign packet. Each checked option will be displayed as a bullet point on the cover page
  2. If you want the scanned pages, you can turn on Scan and email executed pages and enter the email the signer should return the pages to
  3. If you want the original wet ink pages, turn on the Overnight original pages toggle and enter the return mailing address.
  4. Once you've made your selections, click Close to save them
The cover page edit optins

PDF packet Index

The details of the index will depend on:

  1. How many copies of a page you requested
  2. If you marked any pages as needing a notary or a witness

The index is listed by page, so if a signer is signing the same page in multiple capacities, the index will list one row for that page. If a signer is signing multiple pages in the same document, there will be a row for each page with [x of y] pages.


Set your default settings

If you'd like to set a default for the PDF packet and cover page settings, you can do so and it will apply to all your transactions.

  1. Click Edit content
  2. Select the settings you want as your default
  3. Check the Set as my default cover page checkbox
  4. Click Close to save

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