How to add an attachment to a document

How to add files and web pages to your document

Updated over a week ago

How to add files and web pages to your document

When preparing the document, you will see an Add tab in the top right.

  1. Click on Add

  2. Next, you will find an option below to add an Attachment or Recipient attachment.

Note: Recipient attachment is an Enterprise Plus feature

Select a file from your attachment library, upload a file, or use an external link to add it as an attachment.

  • Title the file or webpage and check Add to Library if you would like to have easy access to it for future docs.

  • Decide whether you would like it to be something required for your recipient to view and then click the Add button in the bottom right.

Please note!

Restrict access and Require viewing of an attachment

  • When you select require viewing of an attachment it will be mandatory to open for all recipients on the document. This is only for Signers or Approvers of a document and does not apply for someone with the role Only view.

  • It is not possible to both require and restrict access for an attachment.

  • You can either require it for all or select a specific recipient to limit access to for an attachment.

Once you have added all of your fields and supplemental attachments, you can proceed to the Engage tab to add an introductory video or auto-comment.

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