Sending Multiple Documents

This functionality is designed to support the sending of multiple documents from a single record to the same group of People. For example, for a new starter process you may send the following documents to them:

• Offer letter
• Contract of Employment
• Reference request form
• Confirmation of start date

These documents may also include different parties on CC such as your HR Team being included on the Contract of Employment and their Line Manager included when confirming their start date.

Enabling this setting, changes the behaviour of the DocuSign integration when sending documents out for signature. Rather than storing the document details on the Source Record, an Activity is created instead and related to the Source Record – details of the document are stored on the Activity.

Using the Multiple Send option for each of these documents means that an Activity will also be related to their Person record with the signed document stored against each for easy reference.

As with all other DocuSign Fields, when you configure the integration to use this functionality, the Plugin will automatically create the required fields on Activities. Additionally, a new Activity type of “DocuSign” to the Activity Types Picklist will be added and used for all generated documents to enable an easy way to build Reports on your documents.

Whilst Activities are accessible from the source record under the “Activities” tab, you can also build a Report Grid to reveal only the relevant Activities in relation to document signatures on the Main tab. We have provided a worked example of this functionality here.