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Can I Include Documents That Don’t Have a Template With a Document That Does Have a Corresponding Template?

Yes! You can absolutely include additional documents along with a document that has a corresponding template. However, upload order matters to ensure the template fields are applied correctly.

  • Step 1: Upload the document to the WeSignature Dashboard that has a corresponding template first.
  • Step 2: Upload any additional documents in any order you want.
  • Step 3: Select the correct, corresponding template before clicking "Prepare Document." The system will apply the pre-mapped fields to the first document, and you can manually add fields to the other documents as needed.

This ensures the template is applied properly while allowing you to send multiple documents in one request.