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Add document as annex

Forum|Forum|2 years ago
January 24, 2024
5 replies
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Im trying to creat a template that requests the client to sign a contract and drop somo documentation as annex. How can a i add a drop document area?

eSignature

Best answer by nathaly.monge

Hello @Andy_Pre ,

Thank you for reaching out here in the DocuSign Community.

According to the following link, the business pro plan should include the Signer Attachment field:
Compare eSignature plans & pricing

Please make sure that the field “Enable signer attachment field” is selected under Setting > Sending Settings: Fields and Properties

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Docusign Employee

Hello @Sofia Martin,

Thank you for reaching out here in the DocuSign Community.

I understand you are trying to add a field where the signer can add an attachment.

Sure, there is a field called Attachments: Field Types

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
Compare eSignature plans & pricing

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Docusign Employee

Hello @Sofia Martin ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

A

Andy_Pre

Newcomer

Hello, I have the same problem.

Needs to ask the client to attach a document, but the “attachment field” do not appear. (see the screenshot).

I subscribed to eSignature Business Pro plan (480$ annual) and cannot believe that this simple feature is not available.

N

nathaly.monge

Answer

Docusign Employee

Hello @Andy_Pre ,

Thank you for reaching out here in the DocuSign Community.

According to the following link, the business pro plan should include the Signer Attachment field:
Compare eSignature plans & pricing

Please make sure that the field “Enable signer attachment field” is selected under Setting > Sending Settings: Fields and Properties

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

C

Christopher.Alpizar

Docusign Employee

Hi,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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