The ability to send multiple pdf templates in the one package.
C
Clint Irwin
I have 10 individual templates that are part of a new employee pack. Rather than sending the new employee 10 "Complete this form" emails, I would much rather combine all of these pdf templates into the one document. Once they have been signed, I would still like to be able to save these completed forms "individually", not just as one big pdf.
T
Tai Nguyen
This is greatly needed! We are still using DocuSign alongside BoloForms for this reason.
We currently have multiple PDF Templates that need to be sent out to individual employees and clients, but there is no functionality to create an 'Envelope' containing each of these PDF Templates.
I understand that the current work-around would be to merge these templates into one; however, this isn't feasible for the following reasons:
- This would create a single PDF document upon completion, so we would need to manually split the PDF document back into its own respective file (considering Clint's scenario, they would need to split the document into 10 separate documents).
- We may need to send out only one of the ten PDF Templates in some scenarios, so we would then be required to make a joint PDF Template containing all of the PDFs, as well as individual PDF Templates for each individual PDF.
- Like item 2, there may be some scenarios where we would only need to send out five of the ten PDF Templates. Therefore, we would need to make individual PDF Templates, a joint PDF Template, and a PDF Template covering all the possible combinations of individual templates.
Apart from the above, we could just send out a bunch of individual PDF Templates, but as stated by Clint, the recipient's inbox would be inundated with a plethora of emails, which may make it difficult for them to keep track of which ones they have completed or have not completed (dependent on the number of PDF Templates).
BoloSign
Tai Nguyen Hi will you be able to show us the feature how it works? Please book a meeting with our Developer Team from this link - https://cal.com/boloforms/signature