# Setup Multi-Document Generation

If your workflow involves sending multiple contracts, agreements, or forms for a single client to sign, sending individual emails for each document can cause friction and confusion. Thankfully, S-Sign offers a streamlined feature that allows you to bundle these requests.

Here is a breakdown of what the multi-document feature does and a step-by-step guide on how to configure and use it.

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### What It Does

This feature allows Salesforce users to generate and send several S-Sign-enabled documents within a single e-signature request.

Instead of receiving separate emails for every single form they need to sign, your clients will receive one consolidated email. From a single link, they are seamlessly guided through the signing process for all required documents, one after the other.

Key Limitations to Note:

* All documents sent in the batch *must* be S-Sign enabled.
* Limit of 9 S-Sign enabled templates per envlope can be sent at once.
* Additional, non-S-Sign attachments (or pre-generated documents) are not supported within S-Sign emails at this time.
* Any single HTML (S-Sign) enabled template is supported.

### How to Set Up and Use Multi-Document Requests

To use this feature, your Salesforce administrator must ensure your S-Sign site is configured correctly.

#### Step 1: Add the `SSMultiSign` Visualforce Page

If this wasn't done during your initial S-Sign configuration, you'll need to add a specific Visualforce page to your site so the multi-document interface works properly.

1. In Salesforce, navigate to Setup.
2. Go to User Interface > Sites and Domains > Sites.
3. Click on \[Your S-Sign Site].
4. Scroll down to the Site Visualforce Pages section and click Edit.
5. Find and add the page named `SSMultiSign` to your site's list of Visualforce pages.
6. Save your changes.

<figure><img src="/files/Qgs9NYu5iWxiZAHwccL1" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/sRV8Cd2CWSQ2IscZ6jjg" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/06QlV4zALvJ279meXIvu" alt=""><figcaption></figcaption></figure>

#### Step 2: Send the Documents

Once the setup is complete, the process of sending the documents is incredibly easy:

1. Navigate to the record you are generating documents for.
2. Generate your documents as usual, simply selecting multiple S-Sign enabled documents at once.
3. Proceed with the email sending process. S-Sign will automatically bundle them together.

<figure><img src="/files/PCQdAaJPNXr8XrfFPgV4" alt=""><figcaption></figcaption></figure>

### What the Signer Sees (The Customer Experience)

The beauty of this feature is how easy it makes things for the recipient:

1. One Link: The signer receives a single email. When they click the S-Sign link, they are greeted with a notification informing them that there are multiple documents awaiting their signature.
2. Sequential Signing: After they review and sign the first document, they click Submit just like a standard request.
3. Next Document Prompt: S-Sign automatically prompts them to continue by displaying a Sign Next Document button.
4. Final Confirmation: They repeat this process until all documents are complete. Once finished, they will automatically receive a final confirmation email containing copies of all the fully executed documents.

<figure><img src="/files/Me4Kw2s3zC5ZWIfQiQzA" alt=""><figcaption></figcaption></figure>


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