Clone Bundles

New ‘Clone Bundle’ Feature

With the introduction of the ‘Clone Bundle’ feature in FuseSign, users can easily duplicate existing bundles to streamline the e-signing process and save time when re-sending similar bundles. This feature allows you to reuse certain elements from an existing bundle, such as contacts and documents, while also providing the flexibility to modify the cloned bundle to meet your specific needs.

Important Notes Before You Begin

• One-Way Transition: For the ‘Clone Bundle’ feature to be enabled, your account must be using the New Bundle Creator. If you choose to enable Clone Bundles after transitioning to the new creator this change cannot be reverted.

• What can be cloned: You can only clone bundles that are active, completed, or have been saved as drafts. Archived bundles or new unsaved bundles cannot be cloned at the stage.

• Document Linking: If the original bundle was created from an external source (such as BGL or FYI), cloning these documents will break the link back to the original document. As a result, any signed documents will not automatically save back to their original platform unless manually re-added.

What Can Be Cloned

• You can clone any bundle that is in your Draft, Active or Completed folders

• By default, the clone feature will duplicate the existing bundle set up including:

  • Subject and Body

  • Settings, including applied due dates, reminders, signature mode, etc.

  • Any recipient/group configurations (without contact information)

• You can also optionally choose to clone:

  • Assigned contacts: this will clone added contact information, such as email and number, as well as verification mode

  • Documents: This will duplicate the documents in the bundle, including signing actions for each contact or recipients. Please note that any documents duplicated from external platforms will not link back to the original document.

    • Placeholders: If you have applied placeholders to the documents, you can also choose to duplicate those. If the bundle signing mode is set to ‘Sign Entire Document’ this option will not exist.

How to Clone a Bundle

1. Access the Bundle Menu
   Navigate to the bundle you wish to clone. Click the three dots menu (···) located in the top right corner of the bundle screen.

2. Select 'Clone Bundle'
   From the dropdown menu, select Clone Bundle.

3. Customize the Clone
   Once the bundle is cloned, you'll have the option to:

   • Rename the bundle
     Update the cloned bundle's name to reflect the new purpose or recipient.

   • Select Elements to Clone
     Choose whether you want to carry over:

     • Assigned contacts

     • Uploaded documents

       • Applied signature placeholders

4. Clone & Review
   After customizing the cloned bundle, select Clone to create your new bundle. The new bundle will be saved as a Draft bundle and you will be immediately be redirected to it to review, edit and send.

If you have any questions, please contact our support team on support@fuse.work