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3.16. How To Send Multiple Docs from Different Locations within NetDocs

Background

SignatureBridge is designed to be able to send multiple documents to DocuSign. It's really easy to run a search, select multiple docs and send them off! However, if you want to send docs from different folders/locations in NetDocs then we've got a special trick for that. Read below!

Resolution

  1. Run a search to locate your first document. Highlight or select it then hit the "Send to application" command. 
  2. A window will pop up asking where you'd like to send it. You should see a field where your document is listed. CLOSE this window using the X.
  3. Now, go find your second document, hit the "Send To" button again.
  4. The pop up dialog should now have both documents listed.
  5. Click SignatureBridge to send. Both docs will be sent in the same Envelope.

Repeat those steps if you need to add even more docs.


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