Merge multiple documents into one document after signing

Overview

Accounts enabling the option to Attach a PDF copy of the signed document in emails must decide if the attached agreement is returned as one contiguous PDF file or broken up into the individual files as initially uploaded.

The Merge multiple documents into one document after signing setting allows for both options:

  • Merge documents - delivers all files combined into one PDF in the order that the original files were uploaded.
  • Keep documents separated - delivers all files separated based on the original files as uploaded.
    • Note that the individual agreement PDFs can be manually downloaded from the Manage page.
    • All PDF files are secured with the Adobe Acrobat Sign CSD signing certificate.
    • Signature fields exist only where they were placed for the signature process.
      • If the only signature field on the document is on the last page, only that one file will display the signature.
      • If you intend to separate documents and require a signature on every separate file, place a signature field on every file.
Megjegyzés:

Attach a PDF copy of the signed document in emails must be enabled for this setting to have any effect.

An image of the final email with several attachments
When separating the files, consider if retaining the file names is preferable to aligning the file names to the agreement name.

Best practices

If there is no business requirement for separate files, it's generally easier to maintain file control by merging all documents into one PDF.

When separated files are required, consider how the files should be named for storage and retrieval.

Configuration

Availability:

The option to keep documents separated is available for team and enterprise license plans.

Configuration scope:

The feature can be enabled at the account and group levels.

The controls for this feature can be assessed by navigating to Global Settings > Merge multiple documents into one document after signing

Merge files contols

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