+1I 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:-
Can you please advise best way to do this?
Thanks
+19
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.
+1
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?
+19
When you are in the template area, you should have the option to upload a document.
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