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Adding an attachment to a template
Adding an attachment to a template

How to add supplemental docs, files, and webpages to a template

Updated over a week ago

How to add Attachments to Templates

  1. Click on the tab Add

  2. Click on Attachment or Recipient attachment to get started

Note: Recipient attachment is an Enterprise feature.

  • Drop a file into the upload box or click on Use External Link and enter the URL you'd like to attach. Title the file or webpage and check to 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 on the bottom right.

  • Once you have added all of your fields and supplemental attachments to your template, you can proceed to the Engage tab to add an introductory video that will always introduce your template.

Supported file types for attachments

Supported file types for attachments are:


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