Introduction
Collections are a great way to group documents together into a group, packet or dossier and is one of our most advanced features. Some key highlights:
- Group documents into a single Share Link
- Create a single form experience for all documents
- Duplicate form fields are grouped in the form view
- Grouped data is entered once and applied to all fields
How to create a collection
1. In your Dashboard, click Create Collection:
2. Click Add documents
3. Search for a document, PDF or form to add
4. Order your documents in the left navigation menu and click between documents
5. Click Save
How do I edit documents in a collection?
The short answer is you cannot edit documents in the Collection View, but you can update any Document, PDF or Form in their respective views and the Collection will be automatically updated.
Data Inconsistencies
If you get this pop up message, it means that some of your fields have slightly different configurations. For example, in one document Company Name is required but in another it is optional or the help text may be different. We allow you to harmonize the settings in this pop up and each document will be saved with the new configuration.
Sending a Collection
Sending a collection for signature is similar to regular documents. However, they can only be sent to a single Recipient:
- Click on the Send button
- Click on Share under More Options
This will bring you to a view of all documents that need to be signed:
Data Grouping in Signing
If a field is grouped, data that is entered in one document will populate it in another. This ensures your end users only enter information once.
Navigating Multiple Documents
Your Recipients can easily navigate between multiple documents in our right hand navigation section.
Finishing Signing
Once all required fields are done, the user simply needs to submit the documents and confirm.