Send one link. Get the entire packet signed.
New-patient onboarding means consents, HIPAA notices, financial policies, and intake forms. Sending five separate signature requests means five chances for a patient to stall — and staff time spent chasing each straggler.
Every bundle gets a single short link (/b/your-bundle). Patients step through all documents in one guided flow.
Each completed document is delivered as its own file — clean per-document records, not one merged blob.
Bundle completions can BCC a records inbox automatically, so filing happens without a human in the loop.
Swap a document in the bundle and the same link serves the new packet — no re-sending, no stale URLs.
Build unlimited reusable templates and send unlimited signature requests — no per-envelope fees, ever.
Learn more →Signers can propose text changes, and your team approves them with configurable multi-party quorums.
Learn more →A full REST API plus signed webhooks let you automate document workflows end to end.
Learn more →Sign in with your Trinity Medical Management account to use Template Bundles today.
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