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Question

Using the "Attach" icon in a document

  • February 24, 2025
  • 3 replies
  • 27 views

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I am a new user to Docusign.  The version I have is supposed to have the “Attach” icon symbol under the “Standard Options” when creating a template or envelope.

I don’t have it.  I have Business Pro, which says I can use the feature.  I’ve made sure the settings are correct as well.  I’ve tried chatting with tech support but I’m not getting anywhere.

This is what I would like to do. I have an application that I am sending to a recipient, they fill out the application.  I would like to have the “attach” icon on the there as well so they can upload documents to me...it could be one document or multiple documents.  

I’m not sure what I’m doing wrong.  Can anyone help me please?

Thank you!

 

3 replies

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  • Community Moderator
  • 442 replies
  • February 27, 2025

Hello ​@SandyB ,

 

Thank you for reaching out here in Docusign Community.

You must create a support case and request to enable the said feature. 

You may follow the steps provided in the link below on how to open a case. 

Open a case in the Docusign Support Center

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator


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  • Community Moderator
  • 442 replies
  • March 6, 2025

Hello ​@SandyB,

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information 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, let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Marco Paulo | Docusign Community Moderator


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  • Community Moderator
  • 442 replies
  • March 14, 2025

Hello ​@SandyB 

I hope you are doing well. 

If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? 

It helps other community members who might have similar questions. Thank you!

Best regards,
Marco Paulo | Docusign Community Moderator