Additional Attachments

I have created a Template “Customer Credit Application Form” that requires filling in and signing, I also want attach a “read only” quote

So with every envelope i want to send:-

Quote
Credit Application Form

Can you please advise best way to do this?

Thanks

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@Byworth2025

To include a read-only quote with your Customer Credit Application Form in every envelope, your best option is to upload the quote as a second document in your DocuSign template without assigning any fields; this makes it view-only.

Thanks for your advice

How do you add the quote when I create a envelope from a template

Is there an option to add the quote at this stage?

@Byworth2025

When you are in the template area, you should have the option to upload a document.

Many thanks - I have found this

Hi @Byworth2025,

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