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How to send multiple documents for signature via an envelope
How to send multiple documents for signature via an envelope
Jeffrey Reyes avatar
Written by Jeffrey Reyes
Updated over a week ago

How to send a signature request with multiple documents

  1. Login to your Twala account.

  2. Click on the "Prepare document" button.

  3. Upload the files you want to be signed.

  4. Edit the name of the envelope.

    The default behavior is that all the files uploaded will be a separate documents once completed. If you want to merge all the files into one document, tick on "Merge documents as one". You can arrange the order of the documents by dragging and dropping the documents on top of each other.

  5. Continue with adding the names and emails of signatories and other information to prepare a document.

  6. Once sent, the documents will be displayed in the document list with the envelope name on top. Each document will have its own audit trail and can be verified individually.

  7. If you ticked the merged documents as one, you would only see one document - the aggregation of all the documents in that envelope. It will only have one audit trail and can be verified by uploading the entire document.

  8. The envelope feature is only available for signers with Twala account. We will enable this feature to be used for email links in the future.

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