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I have a template created with the documents that require signatures. I am looking to see if there is a way to allow the recipient of the envelope to submit a copy of their Driver’s License and proof of insurance within the same emailed envelope?
Solved
Is there a way to have recipients submit files or documents when sending an envelope for signatures?
+2- Newcomer
Best answer by Vinicius.Rodrigues
Hi
Abosutely! There is an option called Signer Attachment Field. Depends of your account plan, you can simple enable it by access Settings > Sending Settings > allow “Enable signer attachment field”.
After that, you’ll have an additional field that allow your recipients to upload additional documents.
Please, check these articles for additional information:
- Add Attachments to a Document to Provide Supporting Information
- Fields and Properties (search for “signer attachment”)
+18- Docusign Employee
- Answer
Hi
Abosutely! There is an option called Signer Attachment Field. Depends of your account plan, you can simple enable it by access Settings > Sending Settings > allow “Enable signer attachment field”.
After that, you’ll have an additional field that allow your recipients to upload additional documents.
Please, check these articles for additional information:
- Add Attachments to a Document to Provide Supporting Information
- Fields and Properties (search for “signer attachment”)
+18- Docusign Employee
Thank you Vinicius! I appreciate your assistance!
Thanks! I'm happy to help you! 😉
+18- Docusign Employee
Do you know what plan is required to get Signer Attachment Field?
Hi
The feature “Signer Attachment Fields” is available on Business Pro Digital Plan (purchased by website), and Business Pro & Enterprise Pro Direct Plan (purchased with Docusign sales team).
+1- Newcomer
Does anyone know if turning on this setting costs additional fees? I have the ability to toggle it on, so does that mean it’s included in my plan?
+18- Docusign Employee
Does anyone know if turning on this setting costs additional fees? I have the ability to toggle it on, so does that mean it’s included in my plan?
Hi
If you have one of the plans list in my previous comment, in theory, this feature is already included and should not generate extra costs. However, if you’d to confirm this information, our recommendation is that you open a case with the Customer Support team.
+1- Newcomer
I currently have the eSignature Business Pro plan, and the Signer Attachment Field is enabled in my account settings (screenshot attached). However, the attachment field is still not appearing as an option when creating an envelope. Could you please advise on any further steps or settings adjustments that might be necessary to resolve this issue? Thanks!
+18- Docusign Employee
I currently have the eSignature Business Pro plan, and the Signer Attachment Field is enabled in my account settings (screenshot attached). However, the attachment field is still not appearing as an option when creating an envelope. Could you please advise on any further steps or settings adjustments that might be necessary to resolve this issue? Thanks!
Hello
If you’re sure that you enabled it on the same account that you tried to send the envelopes from, this may seem a little strange to me.
Try disabling > save > and then enabling it again > save. Once you have done this, try creating a simple envelope “from zero”, without using templates.
If it still doesn't work, in this scenario, I suggest you contact the technical support team so they can verify what might be happening with your account.
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