Send only the documents a request needs

Split a template into documents

Each document is a range of the template's pages, such as the main agreement and its addenda. Pages outside every document are always sent.

1. Step 1: In Templates, select the template's name.
2. Step 2: In Documents in this template, select Add document.
3. Step 3: Enter a Name, then the First page and Last page it covers.
4. Step 4: In Include, choose Always, Sender chooses, on by default, Sender chooses, off by default or When variables match.
5. Step 5: For When variables match, pick the variable and the comparison, and enter a value when the comparison needs one.
6. Step 6: Select Save documents.

Common questions

Can a document be left out if a field on another page depends on it?

No. SignQuick refuses to save that setup. Move the field, or make the document it depends on always sent.

Choose the documents when you send

1. Step 1: Open the template and, in Versions and publishing, select Use this version.
2. Step 2: In Choose the documents to send, enter the values the template asks for and tick the optional documents you want.
3. Step 3: Select Use these documents.

• Send a document from a template