Can you add a spot for an attachment in a template?

Forum|Forum|7 years ago
November 29, 2018
2 replies
139 views

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.

eSignature

Best answer by Community Expert

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

C

Community Expert

Answer

Docusign Employee

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

C

Community Member

Legacy User

Great, thank you!

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