Adding a Sender Attachment to your document
Sender attachments are files that recipients can or must view during the signing process – ideal for sharing important documents like terms, instructions, or policies.
How to add a Sender Attachment
While preparing your document, click the Add tab in the top-right corner.
Select Add attachment.
Choose to:
Upload a new file
Use a file from your attachment library
Add an external link
Optionally, check Save attachment to Attachment library to save it for future use.
Give the attachment a title.
Choose:
Which recipients should see the file (everyone or selected recipients)
Whether viewing is required before signing
Click Save.
🔒 If viewing is required, the selected recipients will need to open the attachment before they’re able to sign.
Adding a Recipient Attachment to your document
Recipient attachments are files that recipients can or must upload as part of the signing process — great for collecting NDAs, ID cards, tax forms, or licenses.
Note: Recipient attachment is an Enterprise feature
How to add a Recipient Attachment
Click the Add tab
Select Add recipient attachment
Choose:
Who needs to upload the file (selected recipients or “Everyone”)
Whether the upload is required before signing
Whether the uploaded file should be private (only visible to the sender and that recipient)
Use privacy when you want each recipient's upload to remain confidential.
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)
Attachment visibility and privacy
Private attachments are only visible to the sender and the uploading recipient
Shared attachments are visible to all recipients
You can mix and match required/optional, shared/private settings to match your use case.
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.
File Fingerprint & Certificate
Once a contract is signed:
All attachments (sender and recipient) will be shown in the certificate under Supplemental files
They are accessible via permanent links
Each file includes a file fingerprint that matches the certificate (as shown in the screenshots below)
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FAQ
How long are attachments available?
Attachments are available indefinitely.
How long does the link in the certificate last?
The attachment link in the certificate is permanent and does not expire.
What happens to attachments if the contract is deleted?
Even if the contract is deleted, customers can still access attachments via the certificate.
Can I make a sender attachment both private and required?
You can select who sees the attachment and make viewing required, but currently, sender attachments are not private in the same way as recipient uploads.
Can I require all recipients to upload individually?
Not currently. You can assign attachments to several selected recipients, but not enforce that every recipient must upload.
What happens when I assign an attachment task to “Everyone”?
All recipients will have the option to upload an attachment during the signing flow. However, only the last uploaded file will be saved.
When I assign an attachment task to “Everyone”, can multiple recipients upload attachments at the same time?
Yes, but each new upload will overwrite the previous one. Only the final (most recent) file will be retained and attached to the document and audit trail.
What if no one uploads the file?
If the attachment is required, the contract cannot be signed unless at least one recipient uploads a file. The last signer will be forced to upload if no one else has done so.
Why would I choose “Everyone” instead of assigning to a specific recipient?
Use “Everyone” when you know an attachment is needed (e.g., an NDA) but you’re not sure which recipient will provide it. This gives all recipients the opportunity to upload without assigning responsibility to a specific person.
Is the “Everyone” setting compatible with private attachments?
No. The "Everyone" setting does not support privacy per recipient. The uploaded file will be visible to all recipients unless you assign the attachment to specific recipients and mark it as private.
Can I see who uploaded the final saved file?
Yes. The audit log will indicate who uploaded the final file that was attached to the document.