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?
Is there a way to have recipients submit files or documents when sending an envelope for signatures?
Userlevel 4
+11
- Docusign Employee
- 336 replies
-
7 March 2024
- 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”)
Userlevel 4
+11
- Docusign Employee
- 336 replies
-
7 March 2024
Thank you Vinicius! I appreciate your assistance!
Thanks! I'm happy to help you! 😉
- Newcomer
- 2 replies
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14 June 2024
Do you know what plan is required to get Signer Attachment Field?
Userlevel 4
+11
- Docusign Employee
- 336 replies
-
14 June 2024
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).
- Newcomer
- 1 reply
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16 July 2024
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?
Userlevel 4
+11
- Docusign Employee
- 336 replies
-
16 July 2024
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.
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