Prerequisites: You have Edit access to Signing, and you have added at least one signer.
A signer pack contains everything one signer needs to sign across your counterpart documents. You can create packs for several signers in one go.
Creating a pack
In the Signing menu, click Packs, then the Signers tab.
Click Create pack. The Create signers pack window opens.
Select signers. Tick one or more entities or people. Use the search bar to find them. If you tick more than one, a separate pack is created for each signer.
Under What should signers sign?, choose Whole documents or Signature pages (see below). You cannot change this once the pack is created.
Check the pack name. It is filled in for you from the signer's name (an entity or a person) and the pack type, for example Tim Director - Signature pages, and it changes as you change your choices. You can edit it. Pack names must be different from every other pack in the matter.
Choose whether to include the signer's documents. Tick Include signer's documents to fill the pack straight away (see below). Leave it unticked to create an empty pack and add documents yourself.
Click Create.
[Screenshot: The Create pack window.]
Whole documents or signature pages
Whole documents | Signature pages | |
The signer receives | The full document, including the pages they are tagged on | Only the pages they are tagged on |
Typical use | Where signatures must be attached to the final agreed form of the document | Where signature pages are collected before the final document is agreed, as is common in the US |
Documents that can be added | Documents in Execution. A document the signer is not yet listed on can still be added, and it shows Signature pages not tagged | Documents in Draft, Agreed form or Execution where the signer is tagged to a signature page |
Signature page tagging | Not required, but needed for DocuSign to match signatures automatically | Required |
Why signature pages packs help
With a signature pages pack, you can circulate signature pages while the document is still in draft and collect them early. When the final version is agreed and uploaded, the signed pages can be matched back to the latest version at the end of the process. This is common practice in US-style signings, where signature pages are collected ahead of the final document.
Include signer's documents
What this adds depends on the pack type:
Whole documents pack: every document in Execution that the signer is on, as a party or a signatory.
Signature pages pack: a signature page for every place the signer has been tagged to sign.
You can add or remove documents after the pack is created. See Working with a signer pack.
Sending through DocuSign
Before you send a pack through DocuSign, check that:
the signer is listed on every document in the pack, with a valid email address
for an entity, every named signatory under it is listed with an email address
there are no unknown signatories, because they have no name or email
If something is missing, DocuSign is unavailable in the Send menu. Legatics shows a line for each problem, with a link to fix it. You can still download the pack.
If you pick the wrong type or signer
You cannot change a pack's type or signer after you create it. Delete the pack while it is in Draft and create it again.
Tips
Make sure signers who will sign through DocuSign have an email address in the Signers area.
For whole documents packs, move documents to Execution before you create the pack, or they will not be added.
For signature pages packs, tag your signature pages first, or the documents will not be added.