Send attachments

When setting up your principal document (document to be signed), you can attach PDF files for the parties to review.

To send attachments:

1. On the Other settings tab, click Add attachments to open the dialog:
   
   
   
   
2. Click Select PDF to upload a document, or click Select attachment to use an attachment stored in your E-archive.
   
   
   
   
3. 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.

4. Click Save. Attachments are displayed on the Other settings tab:
   
   
   
   

See also:

Request attachments

Manage attachments