Sending multiple documents to be signed

This recipe enables your app to send multiple documents to be signed at one time.

Getting ready

To use the example code you will need:

  • A DocuSign developer account email and password.
  • An integration key. See Generate Your Integrator Key.
  • The DocuSign client library for your software language.

Try it out!

The recipe source files include a full example that enables you to send an envelope with three files: a pdf, a landscape-oriented PDF, and a Word document. You can run the example, for free, on Heroku.

Run on Heroku

Run the recipe on Heroku

Deploy the recipe to Heroku. Enter your DocuSign Developer Sandbox credentials on the form in the Heroku dashboard. Then press the View button at the bottom of the dashboard screen when it is enabled by the dashboard.

For more information, see the Heroku section of the PAAS recipe.

How to do it

Step 1: use the login_information API end point to obtain the base url for use in subsequent API calls, and the user’s account ID. See the recipe Requesting a Signature via Email for an example of this step.

Step 2: Use the Envelopes:create method to create a new envelope. When you create the envelope, specify the multiple documents in the documents section of the envelope description.

For documents that should be signed, include signature field definitions as needed.

Source files

The recipe source files are available on Github: Python

Additional language versions of the recipe are in development and will be posted here in the future.

How it works

DocuSign envelopes support many different types of source files, including PDF, Word, Excel, image, drawing files, and more. All files are converted to PDF format before they are signed.

The file extension must be specified for all documents that are not in the PDF format, as shown in the recipe example.

There’s more

An envelope can include documents in both portrait and landscape orientations, as shown in the example.

Need to sign Excel, Word, XML data, or other document types in their native format? The DocuSign Signature Appliance supports this specialized use case.