You can send Transaction docs, Reference docs, and Unassigned docs to your DocuSign account. Send multiple transaction docs and reference docs to DocuSign by following the steps outlined below.
Send Multiple Docs to DocuSign
You can send multiple docs to the same DocuSign envelope.
1. Go to the transaction and scroll down and click the [SEND TO DOCUSIGN] tab on the mini toolbar just above the list of documents.
2. The menu will expand. Check the checkboxes to the left of the docs you would like to send to DocuSign.
3. Click [SEND TO DOCUSIGN] to complete the process.