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Supplemental Documents throughout

  • 21 August 2024
  • 2 replies
  • 4 views

How do I indicate where in my document I want one of the supplemental files to appear?

My main document contains a summary of a policy and spot to sign, for about 6 policies.  The full policies are uploaded as supplemental PDFs.  

What I want is that when they get to the section called code of conduct there is the box to view the code of conduct pdf.  They view and accept it, and it returns to the main doc for signing.  The next page is about risk management, and again they read the intro, click to view and accept the risk supplemental, return for signatures.

Hello @Sara KGMS,

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community, we are committed to providing you with the best service possible.

I apologize for any inconvenience this might cause you, there is no option to set a specific place for the supplemental documents to appear in the document, however, any feedback that can improve our users’ experience is always more than welcome. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together. More information at Send Supplemental Documents.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


Hi @Sara KGMS,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

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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