Instructional Video:
Instructional Guide:
Step 1: Upload a document and start the E-Signature process as you would normally.
Step 2: In Step 3 of the packet builder, there is an ‘Attachment Upload’ option available to select from the default fields listed under each signer.
Step 3: Drag and drop the ‘Attachment Upload’ field onto the document in the location you would like the signer to upload the document requested. The field will be a paperclip icon which the signer can click on to bring up their file manager where they can find and select the requested document. Only one document can be uploaded per field. You can also uncheck the required box on the right to make the attachment optional.
Step 4: Continue through Step 4 of the packet builder. You will notice in Step 4 that there is a notification stating that a signer’s attachments are visible to other signers and to anyone with access to the final signed packet.
Step 5: Send the document (or save if creating a template). The field is now available to be filled by a signer when they receive the document for signature.
Step 6: The signer will see a paperclip icon on the document as well as an action item listed on the left side to upload an attachment in a particular spot on the document they are filling out. They will click the paperclip icon, which will bring up their file manager where they can find and select the document they wish to attach. Once they have all fields filled, they can complete the document in the top right corner.
Step 7: The documentation provided will be stored and available to download in the audit trail once the packet is completed for users to access. The attachments uploaded is also reflected in the general audit trail. The attachments uploaded by a signer will also be available to download from the email you receive with the finalized copy of the document.
