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How to Assign Forms to Packages in Multi-Package

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Sarah Z.
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Overview

This article shows you how to assign forms to each package in an existing Multi-Package workflow. You’ll learn how to select forms for individual packages, manage selections, and review them before moving forward. By the end, you’ll be ready to add people (signers) to your packages and continue the signing process.

 

 

Prerequisites

  • A Multi-Package workflow already created from the Dashboard

  • At least two packages defined (required minimum)

  • Docusign integration enabled

 

 

Step-by-Step Instructions

1. Navigate to the "Choose Forms" Screen

Once you've created and named your Multi-Package:

  1. From the Multi-Package setup, you’ll be directed to the Choose Forms screen.

  2. The first package is selected by default.

  3. Use the drop-down list above the search to switch between packages.

📌 Each package must be assigned forms individually. Selections do not carry over between packages.

💡 Tip: Forms you choose are always added to the package currently selected in the drop-down. To add forms to a different package, first select that package from the drop-down.

 

 

2. Assign Forms or Form Bundles to Each Package

For each package:

  • Browse or search for the forms you need.

  • Select individual forms or form bundles.

  • Selected forms will appear under the active package.

📝 Selections are saved automatically. If you switch between packages, your previous selections will remain.

 

 

3. Review Forms In Your Cart

After selecting forms for each package:

  1. Click Add to Cart to review all package selections.

  2. You’ll see an expandable list of each package and its forms.

From here, you can:

  • Remove or reorder forms

  • Expand/collapse packages for easier viewing

  • Clear forms from a specific package if needed

✅ Make sure each package includes at least one form before proceeding.

 

 

Helpful Tips & Best Practices

  • Keep packages focused: Group related forms by account type, client, or purpose.

  • Use clear naming: Label packages (e.g., “IRA – Sally” or “Trust – Family Office”) to avoid confusion later in the signing process.

  • Double-check e-sign eligibility: Confirm that all forms in each package are eligible for Docusign before moving forward.

 

 

Next Step

Once all forms have been assigned and reviewed, you're ready to add people (signers) to each package.

➡️ Continue to the next article: How to Add People in Multi-Package

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