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Is there a way to have recipients submit files or documents when sending an envelope for signatures?

Forum|Forum|2 years ago
March 7, 2024
9 replies
2578 views

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?

eSignature

Best answer by Vinicius.Rodrigues

Hi @Paperboy Joe !
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”)

Vinicius.Rodrigues

Answer

Docusign Employee

Hi @Paperboy Joe !
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”)

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

P

Paperboy Joe

Author

Newcomer

Thank you Vinicius! I appreciate your assistance!

Vinicius.Rodrigues

Docusign Employee

Thank you Vinicius! I appreciate your assistance!

Thanks! I'm happy to help you! 😉

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

D

Dorothy.Dai

Newcomer

Do you know what plan is required to get Signer Attachment Field?

Vinicius.Rodrigues

Docusign Employee

Do you know what plan is required to get Signer Attachment Field?

Hi @Dorothy.Dai !

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).

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

B

BayleighITC

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?

Vinicius.Rodrigues

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 @BayleighITC !

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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

I

icolville

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!

Vinicius.Rodrigues

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 @icolville !

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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

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