How to Send Multiple Documents in a Single Template with BeeSign

Many real-world signing scenarios involve more than one document. Onboarding a new employee? You might need an offer letter, an NDA, and a benefits form — all signed by the same people. With BeeSign Templates, you don't have to send each document separately. You can bundle multiple PDFs into a single template, define your roles once, and have every recipient sign every document in a single, coordinated flow. In this guide, we'll walk you through exactly how to do it.

Step 1: Click "New Template" from the Dashboard

Head to the Templates section of your BeeSign dashboard and click "New Template" to start a fresh multi-document template. This is the same starting point as a single-document template — the magic is in how you add documents in the next steps.

Think of the template you're about to build as a package of documents that always travel together — for example, a complete onboarding bundle or a full client engagement kit.

Step 2: Upload a PDF or Choose an Existing Form

For your first document, you can either upload a PDF from your computer or pick an existing PDF from your BeeSign Forms library. Using a Form is a great shortcut if the document is one you've already saved for reuse — no need to upload the same file twice.

Once the first document is loaded, you'll move into the template editor — but remember, this is just the first of potentially many documents in this template.

Step 3: Add Roles

Define the roles that will sign every document in this template — for example "Employee", "HR Manager", or "Witness". Roles are shared across all documents in the template, which is exactly what makes multi-document templates so powerful. You add a role once, and it's available on every PDF in the bundle.

Each role gets its own color, so when you start placing fields across multiple documents you can instantly see which role each field belongs to.

Step 4: Add Signature and Form Fields

Now place the form fields each role needs to fill in. Select a role from the sidebar and drag a signature box, date field, or text field onto the document exactly where it should go. Repeat for every role and every required field on this document.

Take your time positioning fields — since this template will be reused, every minute you spend now saves effort on every future send.

Step 5: Click "Add Document" to Bundle More PDFs

Here's the key step that makes a multi-document template. Click "Add Document" to attach another PDF (or another Form) to the same template. The roles you already defined carry over automatically — you just need to place the relevant fields on the new document.

Repeat this step for as many documents as your workflow needs. An onboarding template, for example, might include an offer letter, an NDA, a tax form, and a benefits enrollment — all in a single template.

Step 6: Save the Template

Once every document has its fields placed, click "Save Template". BeeSign stores the entire bundle — every PDF, every role, every field position — under a single template name. From now on, that whole package is just one click away.

Give your template a descriptive name that reflects the bundle — for example "New Hire Onboarding Pack" or "Client Engagement Kit" — so anyone on your team can pick the right one at a glance.

Step 7: Click "Use Template" from the Dashboard

When you're ready to send the bundle to real recipients, return to the template dashboard and click "Use Template" on your multi-document template. BeeSign instantly spins up a new signing flow that includes every document in the bundle — no re-uploading, no re-configuring.

This is where the time savings really compound — sending a five-document onboarding bundle now takes the same effort as sending a single document.

Step 8: Fill In Role Details and Send for Signature

For each role you defined, enter the real recipient's name and email. Every recipient you add here will sign all the documents in the template that are assigned to their role. Review the details, then click "Send For Signature".

BeeSign dispatches the bundle to every recipient and orchestrates the entire multi-document signing flow behind the scenes.

Step 9: Track the Status of Every Document Sent

Once sent, you can see the status of each document from the bundle right on your dashboard — who has viewed, who has signed, and what's still pending. BeeSign keeps the multi-document send neatly grouped so you always know exactly where the package stands.

If you need to nudge a signer, resend a link, or void a document, you can do it for the whole bundle or for any individual document — full control, zero spreadsheet juggling.

Step 10: Recipients Receive Each Document via Email

Each recipient receives an email notification for every document they need to sign, with a secure signing link. They don't need a BeeSign account — they just click, review, and sign from any device.

Once everyone has signed all the documents, the bundle is marked complete and every signed PDF is available in your dashboard with a full audit trail.

Recap: The Full Multi-Document Templates Workflow

Here's the entire flow at a glance:

• 1Click "New Template" from your dashboard.
• 2Upload a PDF or choose an existing form from your BeeSign Forms library.
• 3Add roles — they'll be shared across every document in the template.
• 4Add signature and form fields for each role on the document.
• 5Click "Add Document" to attach more PDFs to the same template.
• 6Save the template as a single reusable bundle.
• 7Click "Use Template" from the dashboard whenever you're ready to send.
• 8Provide each role's name and email, then click "Send For Signature".
• 9Track the status of every document in the bundle from your dashboard.
• 10Recipients sign every document they receive via email — one secure link per document.

Multi-document templates are a huge time saver for any workflow that involves more than one PDF — onboarding packets, client engagement kits, vendor agreements, real-estate disclosures, and beyond. Set it up once, send it forever. Sign up for free and build your first multi-document template with BeeSign today.