This article is linked to How to create a mail merge document.
All documents to be sent in one envelope must be in word and have pre-populated signature fields applied and added to mailmerge templates. see how to create pre-pulated fields In the example shown we will add home rules to the contract to be signed
Step 1 Create your mail merge for all documents to be sent. That includes the contract and the home rules. Do not proceed to Digital signature until all documents are merged Once merged create a digital signature
Repeat this process for as many mail merge documents you would like to send out as part of the envelope.
Step 2
Go to tenancy>document and select the document you would like to be signed and select Create digital signature using the drop-down as shown above
Step 3
Start the signature process and putting the process you will have the option to attach your document to be signed
Attach the Home rules
Complete the process to send for digital signature
Step 4
When the tenant receives the envelope they will be taken through the process of signing both documents
- The contract
- The home rules
This document will then also be required to be signed and will follow the same order as the first document.
Note - If the additional documents do not have the same amount of signature fields as the first document, then the additional documents will follow the order up until the signature fields run out. E.g. If document one has two signature fields and document two has one signature field, then only the first signer will be required to sign the second document
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