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Legacy User
Oct 20, 2020 4:12 PM UTC
Solved

Is it possible to attach other documents such as PDF and Word documents not needing signatures to the email with the DocuSign document?

Is it possible to attach other documents such as PDF and Word documents not needing signatures to the email with the DocuSign document?
Docusign Employee
Oct 20, 2020 5:00 PM UTC

Yes, you can either add an additional document during the envelope creation or if you need a Recipient to add a document you can add an "Attachment" tag assigned to that Recipient. During envelope creation you just upload another document. If using the "attachment" tag you add it to a location and either set that attachment tag as Required or Optional.

Here is a DocuSign article on adding an attachment tag

https://support.docusign.com/en/guides/signer-guide-signing-adding-attachments-new

2 replies

Docusign Employee
Oct 20, 2020 5:00 PM UTC

Yes, you can either add an additional document during the envelope creation or if you need a Recipient to add a document you can add an "Attachment" tag assigned to that Recipient. During envelope creation you just upload another document. If using the "attachment" tag you add it to a location and either set that attachment tag as Required or Optional.

Here is a DocuSign article on adding an attachment tag

https://support.docusign.com/en/guides/signer-guide-signing-adding-attachments-new

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New Voice
Apr 5, 2024 6:11 AM UTC

requirement is to attach the policy pdf as attachment and send to customer along with pdf that needs sign. Is this possible? I dont want customer to give option to attach something. Read properly

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