--- title: Document workflow description: Automate your workflow by linking documents. After the first is signed, additional files are auto-sent with recipient info populated. --- [Skip to content](https://knowledge.simplesign.io/en/document-workflow#main-content) English Show submenu for translations [More support](https://knowledge.simplesign.io/en/kb-tickets/new?hsLang=en) [![](https://knowledge.simplesign.io/hubfs/simplesigLogoBlack-01-1.svg)](https://knowledge.simplesign.io/en/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.simplesign.io/en/kb-tickets/new) - [Contact us](https://www.simplesign.io/contact-us) [Contact us](https://www.simplesign.io/contact-us?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Academy](https://knowledge.simplesign.io/en?hsLang=en) 2. [Legacy plattform](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en) 3. [Add-Ons](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#add-ons) September 9, 2025 # Document workflow ## Send documents by linking multiple documents together This add-on greatly helps you simplify complex workflows by giving you the ability to link multiple documents together. Auto-send documents to a recipient efter they have signed the initial document. Choose which document to send and it will be populated with information about the recipient. Make your processes more automatic and avoid to forget sending important documents. 1\. Go to Add-ons and enable "Document Workflow" 2\. Go to templates ![](https://downloads.intercomcdn.com/i/o/328904456/da2cd859891d62a91954ceb7/Screenshot+2021-04-26+11.20.54.png?expires=1754386200&signature=3c6ce6048cfb175291396ff0dddfe0bfacfcc3c501e3406e3cff04d4f6b72701&req=dyIvH8l6mYRZFb4f3HP0gARvpLMnADS9PXlExajMAFg3y1K7PzF0%2BD1CkEYP%0ArY3C7QTYl%2BjH5QY0Kg%3D%3D%0A) 3\. Select the desired template 4\. Go to details   ![](https://downloads.intercomcdn.com/i/o/328905956/f97abe2a597ff31211bb868d/Screenshot+2021-04-26+11.37.59.png?expires=1754386200&signature=aab3f5eb94e69ecd34d87ee442f807f9714cdb243fa1642b70966e2f54983aea&req=dyIvH8l7lIRZFb4f3HP0gJsQd8k5uJMi5INzmwt1kDp8Yr9wrhfYsE3yZB54%0AWh5BjYS301rT%2FlIC2A%3D%3D%0A) ![](https://downloads.intercomcdn.com/i/o/328907848/d1b0ceeff93bfa42be1ce514/Screenshot+2021-04-26+11.40.52.png?expires=1754386200&signature=d22daf4240e080d4d3b472a2131597a0915af1a6645ee0ff20486d8a9cbba7eb&req=dyIvH8l5lYVXFb4f3HP0gB33366K9bPVAO0GxAbh5sneH8Dx6u4FYC1YVIs7%0ASfWaAPPWUYvY0ywgrw%3D%3D%0A) 5\. Activate  ![](https://downloads.intercomcdn.com/i/o/328908438/56a2a14cb24511c6483052aa/Screenshot+2021-04-26+11.42.01.png?expires=1754386200&signature=93645edd6703fde5d0216e0b9a5753e07aa7df59ce17996b7b2b3eae316fc1a9&req=dyIvH8l2mYJXFb4f3HP0gIEJUSeL%2Fjl4Bo62qtc2USzY21YaJPgcFnVRNHyR%0A0koWQotFQyjxuJEQcg%3D%3D%0A) 6\. Click on the icon link and save  ![](https://downloads.intercomcdn.com/i/o/328909430/513d81dbd12b679678b7477f/Screenshot+2021-04-26+11.44.15.png?expires=1754386200&signature=7a6ebaaee4e965e4d0d523e65417969f8150cd341cbbc08f0e2aec86129ce8be&req=dyIvH8l3mYJfFb4f3HP0gPSXa9e%2BtMO0P3HTsKRobaCZ3tE8IjUH4Mw1fVVZ%0ATaG16Sn64MPbBpoYkA%3D%3D%0A)  ![](https://downloads.intercomcdn.com/i/o/328910098/678ad9d6826d16bfefb1bbb0/Screenshot+2021-04-26+11.45.43.png?expires=1754386200&signature=55d74fc57d10b39cba827bcf0a9d6b89c614e3d02f9b949c6c339e240499b883&req=dyIvH8h%2BnYhXFb4f3HP0gAE1HEtYQg3hUH826Wgm4bCBQMKsTxKdtLt9UmX6%0ANHlaGucO0p9d8w6s%2Bg%3D%3D%0A) - [New product version](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#main-content) - [Manage Account Settings](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#manage-account-settings) - [Dashboard](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#dashboard) - [Template/ Document creation](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#template-document-creation) - [Document Repository](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#document-repository) - [Send for signature](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#send-for-signature) - [Contract Cards](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#contract-cards) - [Settings](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#settings) - [Legacy plattform](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#main-content) - [Getting started](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#getting-started) - [Manage Account Settings](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#manage-account-settings) - [Platform Management](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#platform-management) - [eSignature](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#esignature) - [Template/ Document creation](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#template-document-creation) - [Document Repository](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#document-repository) - [Settings](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#settings) - [Send for signature](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#send-for-signature) - [Add-Ons](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#add-ons) - [Contract Cards](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#contract-cards) - [Integrations](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#integrations) - [FAQs](https://knowledge.simplesign.io/en/faqs?hsLang=en) - [Integrations](https://knowledge.simplesign.io/en/integrations?hsLang=en#main-content) - [CAB](https://knowledge.simplesign.io/en/integrations?hsLang=en#cab) - [Teamtailor](https://knowledge.simplesign.io/en/integrations?hsLang=en#teamtailor) [![](https://knowledge.simplesign.io/hubfs/simplesigLogoBlack-01-1.svg)](http://simplesign.io?hsLang=en) [mailto:supportdesk@simplesign.io](mailto:supportdesk@simplesign.io) Copyright © 2025, Simple Sign International AB