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Use Document Groups with E-signature
Use Document Groups with E-signature

How to send a group of documents for E-signature via Document Groups

Lisa Murphy avatar
Written by Lisa Murphy
Updated over 4 years ago

Decipher has a feature called Document Groups. This feature allows multiple documents to be grouped together beforehand to simplify things when you are usually sending a group of the same documents over and over again. 

Example: Closing Documents, Tax Forms, etc. typically involving the same document templates being sent as a group over and over. This eliminates the need to manually add each document into your email. 

How does it work?
Decipher has grouped these documents for you and placed them in Document Groups and has added an Email template that will bring up those documents for you in one click. 

Step 1: Click on the Email button


Step 2
: Select the Email Template with the group of documents already added. As soon as the template is selected, the group of documents show up at the bottom. Click the X to remove any individual documents you don't want. 

Step 4: Select the Recipients. If information from any parties are being automatically filled into your documents, multiple recipients will pop up below the documents. You must select the correct parties involved in each of the documents. If none are selected, no information will be autofilled by Decipher. 


Step 5:
Click on Download. This will allow you to preview all of the documents before sending to ensure the information is correct. If any information is being pulled automatically. 


🎉 Step 5:
Send the Documents.

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