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Creating form packets

Create groups of forms to send to clients in a single email

Written by Kit Woodin
Updated this week

Packets are bundles of forms that you can send to your client all at once. This saves you time when sending forms, and streamlines the filling and signing experience for clients too.

Creating a packet

To create a packet:

  1. In the main left menu, go to Forms.

  2. Go to the Packets tab.

  3. Click New packet, and choose Start with a template, or Start from scratch.
    ​The first time you create a packet, click View templates to start from a template. Clicking New packet at this time will start you with an empty packet to build from scratch.
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  4. Enter or update the packet title and description, which your clients will see.

  5. Click and drag your saved forms into the packet.

  6. When you're finished, click Save. You'll see the saved packet on the Forms page in the Packets tab.

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