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How do I request from the receiver to upload a copy of a drivers license and ssn card as part of an envelope template?

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C

Community ExpertAnswer

Docusign Employee

Hello,

Thank you for reaching out here in the DocuSign Community.

You can use the attachment field, it is represented with a clipboard in the standard field menu, if you do not see it please contact your account admin if you are the account admin please create a case with DocuSign Support.

For reference please see Signing - Adding Attachments

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Community Expert

Answer

Docusign Employee

Hello,

Thank you for reaching out here in the DocuSign Community.

You can use the attachment field, it is represented with a clipboard in the standard field menu, if you do not see it please contact your account admin if you are the account admin please create a case with DocuSign Support.

For reference please see Signing - Adding Attachments

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Translate

C

Community Member

Legacy User

Thank you for your quick reply! I see the attachment field, but it seems as if it is a download only. Should I create a blank page in the envelope and add the attachment there or just on my very last document in the envelope? [IconDescription automatically generated] Location Manager |Focus on Safety |Care for Our Students |Foster Teamwork Set the Highest Standards | Surpass Customer Expectations [A black and white image of a carDescription automatically generated with low confidence]

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C

Community Member

Legacy User

Hello,

Thank you for reaching out here in the DocuSign Community.

You can place the attachment field anywhere in the document, the attached file will be shown at the end of the document.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.