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

Question

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.

Ivan.Dinkov · Accepted Answer

Hi ​@Sai Pasupuletiyou 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

Melanie.Panguito · Answer

Hi there ​@Sai Pasupuleti,How are you? We’d like to know if the suggested solution was helpful.If yes, can you please mark it as"Best Answer✅"?This will benefit other community members with similar questions find the solution more easily.Let us know if you still need further assistance, we're here for you!Regards,Melanie| Docusign Community ModeratorIf this helped, feel free to click "Best Answer"!

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