send the DOCX file for signature via DocuSign and the PDF files

Hi,
Currently, I am able to send the DOCX file for signature via DocuSign and the PDF files for review in separate envelopes. But my requirement is to send both files together in a single envelope—one for signature and the others for review.

Is there a way to combine them into a single envelope for both signing and review purposes? Both files are attached to the same SharePoint item.

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Hi @Sai Pasupuleti you need a feature called supplemental documents. Composite templates allow you to combine multiple templates and documents into a single envelope, including supplemental documents. These supplemental documents can be added as separate CompositeTemplate items within the envelope definition.
I’d suggest opening a support case because this is considering advanced task and there are many conditions when implementing it

Hi there @Sai Pasupuleti,

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Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

@Sai Pasupuleti keep in mind that all documents in an envelope are rendered internally as PDF files. That means that a DOCX file will be converted to PDF.

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