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  • I have contracting documentation that requires e-signature and additional documentation from the recipient. Is there a way for a recipient to upload a document(s) to an envelope?

If yes, can I make it a requirement to upload an attachment(s) before the envelope is considered complete?

Thank you.

Hi,

Thank you for reaching out here in the DocuSign Community.  

I understand that you are looking to allow your recipients to upload documents to your envelopes, and I'll gladly walk you through the available options.

You can make this happen through our "Attachment" recipient field, which will allow the signer to upload the required documents into your envelope.

This standard field can be enabled by an account administrator in Settings>Sending Settings. Once enabled the field will appear as part of the Standard Fields menu during the document tagging step.

You can find more details on how to work with this feature, here:

Add Attachments to a Document to Provide Supporting Information

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic.  

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

Compare eSignature plans & pricing 

Feel free to let us know if you need further assistance with this. 

Thank you for using DocuSign, we hope you have a wonderful rest of your day! 

Best regards, 

Alejandro R. | DocuSign Community Moderator 

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