Creating attachments requests

An attachments request is a request for a signer to upload a specific document during the signing ceremony. The request can be optional or required, when it's the latter, the request must be fulfilled in order for the signer to complete (i.e. "Agree & Finalize").

To add an attachment request to a recipient, go to the "Recipients" part of the preparation. Then look for the “attachment request” option under the recipient’s name.

Once you click “attachment request” a pop up will appear that allows you to name the file you want the recipient to upload, make the request optional, and include additional details on how to upload the file. Once you have finished entering this information, press the “confirm” button to add the request to the recipient.