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I have a business pro account, and I have the signer attachments setting enabled. But when I create an envelope or use a template, the option is not available to me. I’m pulling my hair out here. What am I doing wrong?

Hello, @Kped 

 

Welcome to the DocuSign Community!

 

Double-check if your Settings page has the Attachment fields enabled. Such setting is under Sending Settings, see the figure.

 

 

Let me know.

Best,

Alexandre

I am having the same issue and the attachment fields have been enabled. The attachment field is still not appearing or an option. 

Hello @MDSRG BC ,

 

Welcome to the DocuSign Community and thank you for posting your concerns!

 

I’m sorry to hear that the attachment field is not showing for you, I understand the fields are enable under settings but still don’t show.

 

To better understand your issue can you provide your plan type?

 

Let us know if you need further assistance with this.

 

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello @MDSRG BC ,


Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

We have Business Pro and have the same issue, setting is enable but option does not appear

Hello @MOBrien ,

 

Welcome to the Docusign Community and thank you for posting your concerns!

 

In that case, the field might not be properly enabled in the backend, you would need to create a case with customer support to have that checked out. If you are a Docusign administrator, please open a Customer Support case by clicking the link below, and we’ll address your request as soon as possible. https://support.docusign.com/en/contactSupport  

 

  1. Select Open a Support Case at the top of the page.
  2. Select the Continue button beneath eSignature, Rooms, and CLM. Note: If you're a DoD customer, select DoD Customer Login.
  3. Log in using your Product credentials (email and password) and select Continue:
    1. The Docusign Support Center requires login credentials for a Production account. The account can be a Trial account, but it must be in a Production environment (i.e., not a Demo or Sandbox environment).
    2. Have issues logging in? Try these troubleshooting steps.
  4. Select a Case Subject. Note: If you have multiple DocuSign accounts, a pop-up will appear. Select an account to continue.
  5. Select any of the resources under ‘Need Answers Fast?’ that address your issue.
  6. If that doesn't answer your question, select the Add Case Details button.          
  7. Complete the case form.

 

Let us know if you need further assistance with this.

 

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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