The Separate Multiple Documents After Signing setting allows sender and recipients to receive signed documents as individual files instead of being combined into a single PDF. This feature can be helpful if more than one document is sent out for signing and will need to be used or organized separately after they are signed and completed.
1. Log in to the RPortal Platform and click Company Accounts tile
2. Select Customer from Type list
Note: It is possible to search for a customer in the search bar
3. Click on any of the hyperlinks of the customer to edit the configuration.
4. Click on the Settings tab
5. Click Electronic Signatures tab
There are three options to separate multiple documents: No, Yes-PDF, and Yes-ZIP:
- No: The original documents will be combined into a PDF and sent for signature.
- Yes – PDF: Final signed documents will have separate file names with the timestamp appended along with the file name.
Example:
File 1: <originaldocument1name>-2020-12-01
File 2: <originaldocument2name>-2020-12-01
- Yes – ZIP: Final signed documents will be separated with the timestamp but included in a single compressed file (.zip) along with the timestamp.
Example:
ZIP File: Contracts-2020-12-01.zip. When the ZIP file is opened, each document has its own name with the date of signing after.
File 1: <originaldocument1name>-2020-12-01
File 2: <originaldocument2name>-2020-12-01
Sender and Signer Experience
1. Open the corresponding email requiring E-Sign
2. Click on the link to View & Sign the document
Note: You can also copy and paste the link to download in a browser to sign the documents.
If the setting Separate Multiple Documents After Signing is set to “Yes-PDF” and the sender sends multiple files for signature, the signed documents will remain as individual files
If the setting Separate Multiple Documents After Singing is set to “Yes-ZIP” and the sender multiple files for signature, the signed documents will remain as individual files in a ZIP file.