Collecting Documents with Attachments

Modified on Wed, 15 Mar 2023 at 05:01 PM

Using the Signeasy Attachments feature, you can request supporting documents from the signers along with their signatures. With each request, you can collect up to 10 documents, and each attachment supports both front and back-view files. Signers can choose any platform (Web, iOS, Android, Mobile Web) to upload the attachments and sign their contracts.

How to request and collect attachments from your signers

  1. Go to “Originals,” and choose a document you want to send out for signature. You can also choose an existing template or upload a new document:

  1. Once the documents are uploaded, you will be able to add the signers to send out a signature request.

  2. Above the signer’s name field, you will see “Request Attachments”. Click it to collect any support documents, driver’s license, passport, etc., from the signers. 

  3. Once you click “Request Attachments,” you can request up to 10 different attachments from that signer. You also have the option to provide instructions to your signers. If you want to make the attachment mandatory, toggle on the “Required” field.

  4. Once you have saved the attachments that you need, the requested attachments will be visible next to the signer’s field. You can further edit it as per your need. 

  1. Similarly, you can add multiple signers and request attachments from each if needed. 

  2. Once you add the signers, you can “Add fields” for them and send a signature request. 

How to sign a document with Attachments

  1. You will receive an email notification to sign the document and attach the additional supporting files requested by the sender.

  2. You can also view the document to be signed under “Needs your action” on the landing screen. The icon next to the document provides information about the requested attachments.

  3. Click on the “Sign” option to sign the document. 

  4. Once all the fields are added, you can click on the ‘Continue’ button to upload the attachments requested by the sender.

  5. Click on the “Attach” button to upload the requested attachments. 

  1. Click on “Finish Signing” to complete signing the document.

How to download the completed document and the attachments

  1. Once all the signers have completed signing the document, you can download the attachments and the signed copy. Go to your “Completed” section and click on ‘Download’. You will see a drop-down with options.

  2. Select the option to download the Attachments. All the files will be downloaded as a zip file.

Introducing Attachments

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