More ways to work
Sending a document set (multiple documents at once)
A document set lets you bundle several PDFs — say, an offer letter, an NDA, and a benefits form — into a single signature request. Recipients get one link and complete every document in the package together.
Available on Starter and Starter Team plans.
Creating a document set
- Click Create Document Set in the sidebar.
- Drag and drop your PDFs onto the upload area, or click Add PDFs to browse. You can add up to 20 files, 5 MB each, and no password-protected PDFs.
- Reorder files with the up/down arrows, or remove one with the trash icon. This is your only chance to set the document order — you can't reorder documents once you're in the editor.
- Click Continue to Document Set Editor.
Important: Your document set only exists in your browser's memory until you send it. Refreshing the page, closing the tab, or opening the editor in a new tab will lose your progress — including any fields and recipients you've already added. Plan to finish and send in one sitting, or be ready to start over.
Preparing the set
The editor shows every document in the set stacked in one scrollable page, with a strip of tabs at the top to jump between them.
- Fields are placed per document — there's no "apply to every document" shortcut, so if you need a signature block on three documents, place it three separate times.
- Recipients are shared across the whole set — add a recipient once, in the Recipients panel, and assign their fields on any document in the bundle. See Adding and managing recipients for how adding, editing, and removing recipients works (it's the same panel used everywhere else in Inkless).
- Give the set an optional Title and Custom Message that recipients will see, and decide whether to keep Auto-release signatures when complete on (recommended for most cases).
- Want signers to go in order instead of all at once? Turn on signing order the same way you would for a single document.
Sending
Click Send Document Set. Inkless checks that every recipient has at least one field and that there are no unassigned fields or duplicate emails before sending — fix anything it flags and try again.
What your recipients see
Recipients get one link that opens all the documents in the set on a single scrollable page, with a progress bar and a Next field → button that jumps across document boundaries. They submit everything together with one Submit Document Set confirmation, and completed documents are locked from further edits.
Note: If a recipient fills in their name or signature on the first document, they'll need to fill it in again on the second — auto-fill only works within a single document, not across the whole set yet.