Using Signature Packets
Merge up to 5 documents and send them for eSigning as a packet
Signature Packets on SpotDraft enable you to merge up to 5 pre-approved documents and sending them together for eSigning as one contract.
Top benefits of using this feature are:
- Prepare all 5 documents for eSigning in one go
- Add up to 10 counterparties for the same contract
- Ease the eSigning process with packets instead of separate contracts
Check out a video of it in action:
Here are the steps for your reference:
Step 1:
Click on the ‘New Workflow’ button an select ‘Sign Contract’.
Step 2:
Select from your device, or drag and drop up to 5 files in the doc, docx or PDF formats.
Step 3:
Check the box at the bottom of the popup to merge the selected files into one Signature Packet.
Step 4:
Click on ‘Next’ to add the additional details like contract type and counterparty name.
Step 5:
Click on ‘Upload’ and prepare the Packet for eSigning just like an Upload and Sign contract.
Note: This feature only supports pre-approved contracts uploaded under the Sign Contract workflow.
Last updated on May 30, 2023