How to merge multiple templates and send out for signature?

The merge template feature allows you to combine two or more templates into a single template. This is preferable if you want to send multiple templates to a recipient but want to send them as a single document. Instead of sending each template separately, you can use the merge templates feature to combine them into a single template, which can then be sent to the recipient as a single document.

Follow the steps below to merge multiple templates and send document out for signatures:

• Click Create New, go to Create New Document and you will be directed to the Prepare document for signing page.
• On the Prepare document for signing page, under the Add file(s) section, click the Browse templates button.

• The templates dialog box will appear. Hover a particular template and check the check box near the title.
• When you select more than one template, the Merge & Use option will be displayed. Select the required templates and click the Merge & Use option.

• You can also merge the templates from the My Templates page.

• The selected templates and the recipients added to the templates will be updated automatically in the Add files and Add recipients sections.
• You can edit the files and recipients based on your needs.

• After filling in all the fields, click Next to move to the Configure fields page.
• You can see the merged templates here. Add or remove the form fields if required and click the Send button.

• Now, the merged template will be successfully sent to the signers.

We have also published a video tutorial on this topic. Check out the video below: