Several documents, one envelope, one sitting
A new client rarely signs just one thing. There's the agreement, the payment authorization, the disclosure and maybe a W-9. Sending them one by one means four emails and four chances to forget one. An envelope can hold them all, so the signer goes through everything in a single sitting and you get one signed record back.
Updated November 5, 2026 · 2 min read
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Merge or keep separate?
You have two choices, and both end in one signed PDF. Keep the files as separate documents in one envelope, which is easiest to manage, or merge them into a single document page by page.
| Separate documents, one envelope | One merged document | |
|---|---|---|
| How | Upload several files, or combine templates | Insert pages from another file into a document |
| Originals | Each file kept and downloadable on its own | One file |
| While signing | The signer is guided through each document in order | One continuous document |
| Signed result | One PDF: every document, then the certificate | One PDF: the document, then the certificate |
Upload several files
- 1
Add your documents
Start a new envelope and drop in every file at once. PDFs, Word documents and images all work; Word files and images are turned into PDFs on the way in.
- 2
Set their order
Drag the files into the order the signer should read them. Later, the Documents panel in the editor has Add document, Move up, Move down and Remove document.
- 3
Place fields in each
Switch between documents in the editor and place each person's fields. One signer can sign in three documents; another can sign in one.
- 4
Send once
Everyone gets one email and one link. The certificate of completion lists each document with its page count and its own original fingerprint.
Combine templates
If each piece is already a template, pick several when you start a new envelope. SignMaster combines them in the order you picked, keeps every template's fields, and merges roles that share a name: the Customer on the agreement and the Customer on the payment form become one person who signs both. It's the fastest way to send the same onboarding packet to every new client.
Merge into one document
When the pages truly belong together, like an addendum that should sit inside the lease, open the page menu in the editor and choose Insert pages before or Insert pages after, then pick the PDF, Word file or image to bring in. The editor can also rotate, move and delete pages, so you can drop the cover sheet nobody needs to sign.
Just need one PDF to email, not to sign? The free merge PDF tool combines files in your browser without uploading them anywhere.
Good packets to send together
- New tenant: the lease, the move-in checklist and the pet addendum.
- New hire: the offer letter, the handbook acknowledgment and the direct deposit form.
- New subcontractor: the subcontract, a W-9 and a lien waiver for the first draw.
Questions? Answers.
Does each file count as a separate envelope?
No. One envelope can hold many documents and many signers, and it counts once, when you send it.
Will the signer get one PDF or several?
One. The signed PDF holds every document in order, followed by the certificate of completion. You can still download each original on its own.
Can I add a document after sending?
No. Files can't change once the envelope is out. Void it, duplicate it as a draft, add the file and send again.
What if two templates use different role names?
They stay separate people. Rename the roles to match, such as Customer on both, and they merge into one signer.