Applying Multiple Templates to the Same Envelope

Issue/Question

You have multiple templates which apply to different situations, and you wish to send one envelope that includes multiple templates.

Environment

• DocuSign

Cause

Some customers have several different sets of documents that don’t always have to be sent together (depending on the specific business deal they are working on).  To avoid overwhelming their signers with many different envelopes to be signed separately (and to save on per-envelope sending costs), a sender may wish to send one larger envelope that contains documents from multiple different templates.

Resolution

1. Navigate to this DocuSign Support Article for details