Learn How To Send A Bundle

Step 1:

Start a New bundle by clicking New on the side navigation panel accessible from any screen in FuseSign.

Step 2:

Go to the Recipients Panel to Add Bundle Recipients. These are the people who will be required to view or sign the documents.

Step 3:

Go to the Details Panel to add a bundle Subject and Body. These can be added manually or by applying a Bundle Template.

Step 4:

Go to the Details Panel and select the Recipient Verification mode.

Step 5:

Go to the Documents Action Panel to add documents and corresponding recipient actions to the bundle.

Step 6:

In the Documents Action Panel select the Signature Placement Mode. Add Signature Placeholders if this option has been selected.

Step 7:

Perform any of the optional steps listed below:

• Go to the Details Panel to add any relevant Bundle Tags. These are used for internal bundle monitoring.

• Go to the Details Panel to add a due date and set the reminder mode.

• Go to the Details Panel to select which FuseSign Team the bundle should be visible to (if enabled for your business).

• Go to the Details Panel to check and adjust any other Advanced settings including Document Finalisation mode.

• Go to the Documents Action Panel to add any required content placeholders.

• Go to the Actions Panel to view a preview of the bundle.

• Go to the Actions Panel to save the bundle as a draft.

• Go to the Actions Panel to Email a link to the bundle to a team member for review.

Step 8:

Go to the Actions Panel and click Send Bundle. The bundle will now move to the Active stage and Document Bundle Folder (Learn more about Bundle Stages).

Your client will receive a notification asking them to complete their actions (Learn more about the Bundle Recipients Experience).

Step 9:

While your bundle is in progress and you are waiting for the recipients to complete their actions you can:

• Review and Monitor your bundles

• Edit or update recipient details

• Cancel recipient actions

• Send manual reminders

• Manually finalise bundles using Finalise Now

Step 10:

When all recipients on the bundle have completed their actions you will receive a notification that the bundle is finalised (either to the bundle sender or central inbox depending on your firms Finalisation Email settings).

Go to the Completed Document Bundle Folder to view and download the finalised documents.