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.

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.

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.