How do I send multiple documents in DocuSign?
Under the Add Documents to the Envelope section at the top, click “Use A Template”. Check the box for each template that will be applied to the Envelope, then click “Add Selected”. DocuSign will import all of the documents, fields, and recipients from all of the selected templates.
How do I combine forms in DocuSign?
- Open one of the Templates that you want to merge, (Start with the template that took the longest to create) and change the Template Name.
- In the template setup screen, add the document, and recipients of the template you would like to merge.
- Select Next.
- You will also need to add the tags from the other template.
How do I create a template in Conga Composer?
To create a Conga Template:
- Select the “Conga Composer” application from the application picker in the top right corner.
- Click on the “Conga Templates” tab.
- Click New.
- Provide the following information for your template: Name – a short descriptor for the template. Template Type – document.
How do I separate documents in DocuSign?
Find and click on the document you want to split. , at the top of the page, and choose Split from the drop-down. On the right side of the page, you will see each page in the document as a thumbnail with a page number, and on the left, the list of documents you are creating out of this split PDF.
How do I update my conga template?
Update the Conga Template Record
- Navigate to the template record for the template you just updated. A quick way to do this is from the Composer user interface.
- Click Attach File.
- Click Choose File. Locate the updated template you saved locally.
- Click Attach File.
- Click Done and close the window.
Does DocuSign have a document size limit?
There is a file size limit of 5MB for attaching completed documents to emails sent by DocuSign to recipients when an envelope is completed. If the completed documents are greater than 5MB, the email still provides a link to the documents on the DocuSign system.