Envelopes — Send Multiple Documents at Once

An Envelope lets you bundle multiple documents into a single send. Your homeowner receives one email with one link — they sign each document in sequence, and the next one opens automatically after they finish the last.

Envelopes are perfect for onboarding new clients who need to sign several documents at once — for example, a service agreement, a keyholder authorization, and a liability waiver.

Creating an Envelope

1. Go to Documents → Envelopes in the left sidebar
2. Click + New Envelope
3. Give the envelope a name (e.g. "New Client Onboarding Packet")
4. Add the documents you want to include — select from your saved document templates
5. Drag to reorder documents if needed — they will be presented to the homeowner in this order
6. Click Save Envelope

Sending an Envelope

1. From the Envelopes list, click the send icon on any envelope
2. Select the contact you want to send to
3. Click Send — the homeowner receives one email with a link to all documents

Tracking Envelope Status

Each envelope shows the overall status in your dashboard. You can also see the individual status of each document inside the envelope:

• Sent — email delivered, not yet opened
• Viewed — homeowner has opened the link
• Partially Signed — some documents signed, others pending
• Signed — all documents in the envelope have been signed

Sending a Reminder

Click the ··· menu on any envelope and select Send Reminder to follow up with the homeowner for any unsigned documents.

Audit Trail

Each individual document inside an envelope has its own audit trail — IP address, timestamp, drawn signature image, and signer name. These are stored separately per document.