Collaborative attachments?

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For attachments, is the "collaborative" option available?

I have a form in which I'd like the option to have either one of the 2 recipients attach the file being requested.

Thanks for your help!

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C

Community ExpertAnswer

Docusign Employee

You can't make attachment tags collaborative, but you can add an attachment tag for each recipients and make them both optional. This allows for the ability for either to upload but also allows for neither of them to upload as well. And of course if you make only one or both required, then they have to be uploaded. Unfortunately you can't have conditional logic fields that go across recipients so that's not an option.

However you could set up a structure that gets you to what you want. Bascially set up a Question & Dropdown for both recipients: Has Attachement Been Added? Y/N

If No then the attachement tag becomes visible and mandatory for whichever recipient said NO. The other one would then be required to answer as well but can say Yes and doesn't have to attach anything.

If both recipients are at the same Order level then it wouldn't matter who went first in terms of uploading.

Hope this helps.

C

Community Expert

Answer

Docusign Employee

You can't make attachment tags collaborative, but you can add an attachment tag for each recipients and make them both optional. This allows for the ability for either to upload but also allows for neither of them to upload as well. And of course if you make only one or both required, then they have to be uploaded. Unfortunately you can't have conditional logic fields that go across recipients so that's not an option.

However you could set up a structure that gets you to what you want. Bascially set up a Question & Dropdown for both recipients: Has Attachement Been Added? Y/N

If No then the attachement tag becomes visible and mandatory for whichever recipient said NO. The other one would then be required to answer as well but can say Yes and doesn't have to attach anything.

If both recipients are at the same Order level then it wouldn't matter who went first in terms of uploading.

Hope this helps.

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C

Community Member

Legacy User

thank you so much for taking the time to provide such a detailed response.

Very Helpful!

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