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Request Attachments

Last Updated: Jun 22, 2017 11:59AM PDT

 

As the document Sender, you can request to have a Signer upload files when executing a document. When creating a document Overlay, the Attachment component is represented by a paperclip icon in the Tools menu. To add an Attachment component to the document, click the paperclip icon and drag it onto the document or draw a custom-sized box over the document. Like any form field, you will be able to assign the Attachment field to the appropriate Signer and also designate the field as either Required or Optional.

 


If you’d like to provide specific instructions to the Signer about what file to upload, double-click the field and select the Extras tab, then enter Signer Guidance Help Text, which will appear to the Signer as a tooltip under the Attachment button.
 

When filling out the document, the Signer will be able to click the Attach File button and use the browse button to upload a file. Attachments are limited to 10 MB in size, and must be one of the following filetypes: .jpg, .png, .gif, .txt, .doc, .docx, .pdf, .rtf, .xls. Once the document is executed, the attachment will be stored in the Document Details screen, where all document parties will be able to access and download the attachment.
 





 

Please note the Request Attachments feature is only available for RightSignature accounts at the Business and Enterprise level. If you are on a Personal plan and would like to explore the Request Attachment feature, please contact our support team at support@rightsignature.com.

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