Contract attachments let you send supporting files with a document, such as terms, a DPA or a price list, and collect files back from your recipients, such as an ID or a signed NDA. You add them while you prepare the document, and you decide who sees each one and whether it's required before signing. This article covers both kinds of attachment, how to keep them up to date, and what happens to them once the document is signed.
Before you start
Recipient attachments are an Enterprise feature.
You add and change attachments while the document is a draft. Some changes are possible after sending, but replacing a file is not.
Add a file for recipients to read
A sender attachment is a file or link your recipients can open, or must open, before they sign.
While preparing your document, click the Add tab in the top-right corner.
Select Add attachment.
Upload a new file, pick one from your attachment library, or add an external link.
To reuse the file later, check Save attachment to Attachment library.
Give the attachment a title.
Choose which recipients can see it: everyone, or selected recipients.
Choose whether viewing is required before signing.
Click Save.
Note: If viewing is required, the selected recipients have to open the attachment before they can sign.
Ask recipients to upload a file
A recipient attachment asks one or more recipients to upload a file as part of signing.
Click the Add tab.
Select Add recipient attachment.
Choose who needs to upload: selected recipients, or Everyone.
Choose whether the upload is required before signing.
Choose whether the file is private.
Supported recipient attachment use cases
Specific recipient must upload (Mandatory before signing for a selected recipient)
Specific recipient must upload + private (Mandatory upload, visible only to sender and selected recipient)
Specific recipient can upload (Optional upload from a specific recipient)
Specific recipient can upload + private (Optional and private between sender and recipient)
Several recipients must upload (Mandatory from multiple selected recipients; each file saved individually)
Several recipients must upload + private (Mandatory; each file is saved privately between sender and uploader)
Several recipients can upload (Optional upload for selected recipients)
Several recipients can upload + private (Optional and private between sender and each uploader)
Everyone can upload (Any recipient can upload; only the most recent file is saved)
Everyone can upload + required (At least one upload is required before the last signer; only the most recent file is saved)
Using the Attachment Library
The attachment library shows:
If an attachment is shared or private
When the file was created
Who uploaded the file
You can reuse previously added attachments and manage your document assets more efficiently.
Who can see uploaded files
Private: only you and the recipient who uploaded the file can see it.
Shared: every recipient can see it.
When you choose selected recipients, each upload is saved separately. When you choose Everyone, any recipient can upload, but only the most recent file is kept. Use Everyone when you know a file is needed but not who will provide it.
Change the order of attachments
Drag an attachment to a new position, or click ••• on the attachment and choose Move to top, Move up, Move down or Move to bottom.
Replace an attachment's file
If a file changes while you're still preparing the document, you can swap it without setting the attachment up again.
Open the draft and find the attachment.
Click ••• on the attachment.
Choose Replace file.
Select the new file. It's swapped straight away, with no need to confirm or save. The attachment shows Processing… for a few seconds, then the new file is in place.
The attachment keeps its title, description, who can see it, whether viewing is required, and its place in the list.
If an attachment says "File missing"
File missing means the attachment was added but its file never finished uploading. Upload the file again to fix it. You can do this on a draft, and on a sent document until someone signs or approves.
Click Re-upload on the attachment.
Select the file again.
The same attachment is fixed in place, so you don't need to remove it and add it again. If the attachment says Processing…, the file is still uploading, which usually takes a few seconds.
If the document has already been sent, recipients see the fixed file the next time they open it. Nothing is resent.
After the document is signed
All attachments, from you and from recipients, are listed on the signing certificate under Supplemental files.
Each file name is a link to the file, and the link never expires.
Each file carries a file fingerprint that matches the certificate.
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Limitations
Replace file only works on drafts. Once a document is sent, you can't replace an attachment's file. To change it, create a new version of the document.
There's no version history for attachments. Replacing a file overwrites the old one, and the previous file isn't kept.
Sender attachments can't be private. You choose which recipients can see a sender attachment, but only recipient uploads can be private.
You can't make every recipient upload individually. Assign the attachment to several selected recipients instead.
Everyone and private don't combine. A file uploaded under Everyone is visible to all recipients. To keep uploads private, assign the attachment to specific recipients.
FAQs
Does replacing a file affect my analytics?
No. Replace file only works before sending, so no recipient has opened or downloaded the old file.
How long are attachments available?
Indefinitely. The link on the signing certificate doesn't expire.
What happens to attachments if the document is deleted?
Recipients can still open them from the signing certificate.
What if nobody uploads a required file under Everyone?
The document can't be signed until at least one recipient uploads a file. The last signer is asked to upload if nobody else has.
Can I see who uploaded the file that was kept?
Yes. The audit log shows who uploaded the final file.
Can I fix a missing file after the document is sent?
Yes, until someone signs or approves. Click Re-upload on the attachment. Recipients see the fixed file the next time they open the document, and nothing is resent.