When setting up your principal document (document to be signed), you can attach PDF files for the parties to review.
To send attachments:
- On the Other settings tab, click Add attachments to open the dialog:
- Click Select PDF to upload a document, or click Select attachment to use an attachment stored in your E-archive.
- Select review or merge options as needed:
Required to view: When set to Mandatory, the parties will be required to click a checkbox affirming that they have read and understood the content of the attachment in order to complete the signing process.
Merge: If you select Merge with main file, the attachment will be saved as part of the completed signed document. Keep separate saves the attachment, but as a separate document.
- Click Save. Attachments are displayed on the Other settings tab: