Packs are at the heart of the Signing module. A pack is what you send out for signature, and everything else in Signing (documents, signers, signature pages) is there to help you build the right packs and track them until they come back signed.
Signer packs and document packs
There are two types of pack, and which one you use depends on the document's signing method.
Signer pack | Document pack | |
Used for | Documents signed in counterpart | Documents signed as an entire document |
Who it goes to | One signer, an entity or a person | Everyone signing the document |
What it contains | The documents or signature pages that signer needs to sign | One or more documents, each signed by everyone who needs to sign it |
How it is signed | Each signer signs their own pack, by wet-ink or DocuSign | Everyone signs the same document through DocuSign |
Documents that can be added | Depends on the pack type. See Creating a signer pack. | Entire document method and in Execution |
Created from | The Signers tab | The Documents tab |
Before you create a pack
You need at least one signer before you can create a pack. You can create a pack before adding any documents, but it is much easier if your documents and signers are set up first. If you will use a signature pages pack, tag your counterpart documents first. See:
The Packs area
In the Signing menu, under Send & track, click Packs.
At the top are two tabs:
Signers, for signer packs
Documents, for document packs
The Create pack button at the top right creates the right type of pack for the tab you are on. Until you have created a pack, you will also see a Create pack button in the middle of the screen.
[Screenshot: The Packs area, with the status panels.]
Status panels
Once you have packs, five panels at the top show how many are at each stage:
Panel | Meaning |
Draft | Created but not yet sent. |
Sent | Sent to the signer. For DocuSign, a pack becomes Sent when the envelope is sent from inside DocuSign. |
Action required | Something stops the pack reaching Completed and you need to act. The pack shows the reason and a link to fix it. |
Completed | Signed and returned. |
Voided | Cancelled after being sent. |
The packs list
Each tab lists its own packs. Use the search bar to find a pack by its name or by the signer. The columns differ slightly between the two tabs:
Column | Signers tab | Documents tab |
Name | Yes | Yes |
Signer | Who the pack is for | |
Documents | How many documents are in the pack | How many documents are in the pack |
Signatories | How many signatories have signed out of the total | |
Status | Draft, Sent, Action required, Completed or Voided | Draft, Sent, Action required, Completed or Voided |
Click a pack to open its side panel. See Working with a signer pack or Creating and working with a document pack.
The More actions menu
Click the More actions button (three dots) on a pack's row. For document packs, the options are Copy link and Delete. For signer packs, the options depend on the pack's status:
Pack status | Options |
Draft | Send, Download, Copy link, Delete |
Sent | Copy link and Void. For a pack sent by wet ink, also Upload more signed pages and Download. For a pack sent through DocuSign, also Open in DocuSign. |
Completed, signed by wet-ink | Review, to match the signatures back to the right documents |
Voided | Reset, to return the pack to Draft. This is a button at the top of the pack's side panel. |
Pack names, deleting and voiding
Every pack needs a name, and pack names must be different from every other pack in the matter. You can rename a pack until a DocuSign draft has been created for it.
Use Delete for a pack that has not been sent. Use Void for a pack that has. Voiding cancels signing for all recipients, asks you to confirm and cannot be undone.
After you void a pack, you can click Reset at the top of its side panel to return it to Draft. This works for signer packs and document packs. You cannot change a pack's status by hand in any other way. If you need to change a sent pack, void it, then either reset it or create a new pack.