Document Action Panel

Selecting Documents

FuseSign document bundles allow each individual document to have specific settings on who needs to sign, view or not access a document within a bundle. This allows for an accountant to include all documents related to a family group in one bundle and provides each of the signatories with just one email and one place to go to action what they need to, while maintaining confidentiality.

We recommend uploading individual documents into the bundle so that each document will be returned with a valid certificate and can be forwarded on to additional parties independently of any other document within the bundle once signed. You might choose to also include a branded and compiled presentation package for your clients records. If you choose to have your clients sign a single PDF which is made up of several documents you should not edit the PDF to extract parts or pages as this will destroy the digital certificate and the signature will no longer be valid.

Uploading Documents

Documents can be uploaded to your bundle through either a drag'n'drop action into the marked area, or via the Browse Files button which opens Windows File Explorer.

The documents will then appear in the grid view ready for you to reorder if required, and assign recipient actions to each document.

File Types: FuseSign can only accept .pdf documents.

Limits: A maximum of 40 documents may be included per bundle.

Connect your FuseSign subscription to a number of market leading applications via our Integrations for a turbocharged document upload experience.

Assigning Recipient Actions

Standard View

The standard view shows a document preview thumbnail, recipient action slider, file name edit option, and buttons to download or remove documents.

Use the recipient action slider to set the action for the corresponding recipient and document to either view, sign, or none.

Grid View

The grid view shows a simplified document listing and recipient action icons.

Use the reorder grips to drag and drop your documents into the required order.

Use the recipients action menu/s to quickly set the action for the corresponding recipient to view, sign, or none on all documents.

Use the document action menu/s to quickly set the action for the corresponding document to view, sign, or none for all recipients. This menu also contains options to preview, download, or discard (remove) the document.

Use the recipient action icon to set the action for the corresponding recipient and document to either view, sign, or none by clicking the icon to toggle through the options.

If you have any questions, please contact our office at support@fuse.work