Business Pro Account - Upload/attachment function does not show

Forum|Forum|2 years ago
April 9, 2024
1 reply
123 views

Hello! I have a Business Pro Account and I do not see the option to give the signer the ability to upload a document. I have checked my settings and all the appropriate boxes are checked, that allow signers to upload multiple attachments. Can someone help?

Best answer by Vinicius.Rodrigues

Hi @khoang !

The first thing you should do is to check if you enabled the field attachment to your senders. To check it, please access Settings (you must be a Admin) > Sending Settings > “Enable signer attachment field”.

After that, when your senders are preparing the envelope, they must add the field Attachment into the document, like this:

Please check this article for more information: Add Attachments to a Document to Provide Supporting Information

Please, let me know if I could help you!

Vinicius.Rodrigues

Answer

Docusign Employee

Hi @khoang !

The first thing you should do is to check if you enabled the field attachment to your senders. To check it, please access Settings (you must be a Admin) > Sending Settings > “Enable signer attachment field”.

After that, when your senders are preparing the envelope, they must add the field Attachment into the document, like this:

Please check this article for more information: Add Attachments to a Document to Provide Supporting Information

Please, let me know if I could help you!

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

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