Merging or combining saved form bundles is not supported in Quik. If you processed multiple bundles for the same client at different times, each bundle must remain separate. However, there are a couple of options depending on how you need to send them.
Options
Send Each Bundle Separately for Signature
You can send each saved bundle out for signature individually. Your client will receive them as separate signature requests.
Combine Outside of Quik Using Print Editable PDF
If you need everything sent as one document, you can download the documents using the Print function (use the Print Editable PDF feature if you need it editable) to download your completed forms as a PDF. You can then upload them to the e-signature platform of your choice to combine and send together.
- This option is done outside of Quik
- Any steps after the download are managed by your chosen platform
💡 Tip: See Print Editable PDF - How Does It Work for more details on downloading your forms.