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Question

Sending multiple templates to one recipient

Forum|Forum|2 years ago
September 11, 2023
14 replies
19342 views

We used to be able to select multiple document templates and send them all at the same time to one recipient who would then open and sign them all and then all would be sent back in one document.

With the latest update this is no longer possible, we get an error that says "multiple e-sign templates cannot be sent for e-signatures. Please select one"

I am wondering why this feature was removed and if there's any way to get it back.

We have multiple templates saved in our library and pick and choose which different combination of templates need to be sent to each client. It is much more efficient to send them all as one package as we previously could.

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TimAck

Participating Frequently

I believe the way to do this is now to select just one document template to send (presumably the top doc) from the point below. Then, once you have done so, you can add additional documents (including templates) from the original interface that looked like the second image below. But... I may only be getting that because I have stuff that "only exists in the legacy view".

Meenakshi Negi

Community Manager

Hi Jeff23546817mf2v,

Thank you for reaching out, and sorry about the delay in response.

Could you please check and confirm if the issue occurs only when you try to send multiple templates at a go?

Did you check if the same happens when selecting files from other locations?

Also, let us know the Acrobat Sign plan you are using. We will get this workflow checked with the team.

Thanks,

Meenakshi

TimAck

Participating Frequently

I just selected two from "Documents" and the tool combined them. (In other words, the above failure did not occur.) After adding some fields, I was able to send the agreement for signatures.

But this is no replacement for what's been broken.

I have various elements, many of which have form fields, which are combined (A, plus (b, c, or d) plus E, plus (f or g) to have one thing for the person to sign. Those already have the fields in them (I do not want to have to add them where it's a routine type of document. And they are kept in the Templates so they are there to use.

This is on Adobe Acrobat Pro.

Meenakshi Negi

Community Manager

Hi Jeff23546817mf2v and davidh49131110,

Thank you for reaching out, and sorry about the delay in response.

Please share more information on how you are adding documents to send for signature. What happens when you try to add multiple documents? Share the screenshot of the options available at your end.

Also, confirm the Acrobat Sign plan you are using. We will check with the team for more information on this.

Thanks,

Meenakshi

S

Sara324228417wc4

Participant

I agree 100% with previous posters. This includes my screenshots. I'm very frustrated right now that this feature isn't available.

D

davidh49131110

Participant

I have the same/similar issue. I used to send multiple pdfs to a client for signing at once. Now I need to send them individually or combine them into one.

This is a massive step backwards in the system and I'm looking for an alternative.

I really don't understand why a rollout is implemented which removes so much functionality.

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