How to Merge Documents into One eSign Task

After successfully closing a deal with a client, your next steps often involve confirming and obtaining signatures on multiple documents. With DottedSign, you can merge these documents into a single signing task, offering your clients the utmost convenience to review and sign all documents in one go. This streamlined approach also saves you much more time to manage the signing process efficiently. 

Merge Documents into One Task

If you are sending the eSignature request via "Get Signatures", please follow the steps below:

1. Click on "Get Signatures” to create a signing task.
2. Select files that require eSignatures.

Note: Please upload a maximum of 10 PDF files, with a total file size not exceeding 100MB.

3. Name the task and drag the document freely to rearrange the order or delete unnecessary files.
4. Enter the signer's name and email. For your document protection and consistent organization brand identity, you can apply watermarks to the files. You can also speed up the assignment process by utilizing the “Signer Group” to import details for frequently assigned signers.

Learn more: How to Create Signer Groups for Common Signing Processes

5. Click "Continue" and start assigning signature fields to your signer. Once you’re done, click “Send” to kick off your signature request. 

If you are eSigning the document yourself, please follow the steps below :

1. Click on "Sign Yourself” to create a signing task.
2. Select files that require eSignatures.

Note: Please upload a maximum of 10 PDF files, with a total file size not exceeding 100MB.

3. Name the task and drag the document freely to rearrange the order or delete unnecessary files.
4. Click "Continue" and start your signing process. Once completed, simply confirm and submit your signed document.

Download Documents from the Merged Signing Task

1. Go to "Completed" and select the documents you want to download.
2. Click “More (···)” to expand the tab.
3. Choose "Download File" to download the entire merged document with an audit trail embedded. The merged document is also protected with an AATL authorized digital certificate.
4. For individual document downloads, click "Download All (.zip)". Please note that split files are for archiving purposes only; hence there are no individual digital certificates. 

Note: To download files and the audit trail, please ensure you have the permissions. Admin can adjust the relevant permissions in the "Organization" settings in the Admin Console.