Plan: Free and above

The Package feature allows admins to bundle Envelopes together, allowing users to send many documents at once in a standardized way. By using Packages, your team can quickly send out the right Documents without having to worry about configurations.

Packages can also be protected by restricting access to certain Groups.

To create a Package

1. Go to the Package tab.
2. Click on Add.
3. Input a Package name and description.
4. Click on Add Envelope and follow the flow.

To share a Package

1. Go to the Companies tab.
2. Select a Company.
3. Click on Send.