How to add an attachment to your document
You will see an Add tab in the top right when preparing the document.
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.
Please note! Restrict access and Require viewing of 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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How to add a recipient attachment to a document
Required Restrict access
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