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Is there a way to add an optional attachment spot to a template? We are looking to have our members utilize this by adding a voided check to the document template to speed up the process.
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Yes, on the left panel there should be an attachment tag available. If you do not see that option to drag an attachment tag, then it may be a setting that has not been enabled for your account. Speak to your DocuSign Administrator to make sure that under Sending Settings, that "Enable signer attachment field" is enabled.
See the following DocuSign article for more information...https://support.docusign.com/en/guides/ndse-admin-guide-sending-settings
Great, thank you!
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