A packet is a group of forms you want to send for signature at once. A common example is if you want to send the Purchase Agreement and the Disclosures as one packet vs. sending them separately.
To send a packet:
Step 1: Go to the Document Templates tab. Here, you will see all of your published Templates. Click the checkbox next to all the documents you want to include in your Template.
Step 2: Click Create New Packet in the top right corner. Select whether this is a new packet - or if you just need to add the selected documents to an existing packet, click Add to existing packet.
- Please note: the order of your packet will be based on the order the documents were added. At this time, you cannot edit the order of documents in your packet.
Step 3: Enter the name for your packet. Then, click Create.
That's it! You just created a packet. You can view all your packets in the My Packets tab of Real Signature. Click the arrow to see what templates are included in each packet.
If you want to send a packet, see: How do I send a document for Signature?
How do I delete something from my packet?
You cannot delete something from a packet once it's created. However, you can create different versions of a packet.
For example: if you don't always need to include a Lead Based Paint Disclosure, you can create one packet called "Purchase Agreement & Lead Disclosure" that includes the Lead Based Paint Disclosure and another packet called "Purchase Agreement & Standard Disclosures" that does not include the Lead Based Paint Disclosure, but includes all the standard disclosures for every agreement.
How do I change the order of forms in my packet?
Forms will be ordered based on the order you uploaded each form. Once you create a packet, you cannot change the order.