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How to Reorder Documents Within an Envelope

You can now customize the order of documents within an envelope — simply drag and drop them into the sequence you want before sending.

Written by Karina Mae Cariaga

Steps

  1. Open the envelope you are working on and navigate to the Review stage.

  2. On the left-hand side of the screen you will see the list of documents in the envelope.

  3. Hover over the document you would like to move — a drag icon will appear.

  4. Click and hold, then drag the document to the position you want.

  5. Release to drop it in place — the documents will automatically reorder.

The Review left column listing three documents, each with a drag handle and its page underneath

Every document in the envelope is listed here. Drag one by its handle to change the order.

That’s it! Your envelope will now reflect the exact document order you need.

Tips

  • Reordering is done in the Review stage of the envelope — make sure you are in the right stage before looking for the drag handle.

  • Arrange documents in a logical sequence to create a smoother signing experience for your clients.

  • Custom ordering is applied per envelope, so you can tailor the arrangement for each transaction.

  • This is the order of the documents that make up the envelope. To change the order of files inside a single upload box, see Combining Multiple PDFs into One File.

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