Which permissions are necessary to be able to add an attachment field to webforms?

Hello ​@steve.fitzgerald,

Thank you for reaching out, and welcome to the Docusign Community! We are excited to have you here and look forward to sharing valuable insights with you.

I understand that your users are experiencing issues adding an attachment field to a Webform. I sincerely apologize and will do my best to assist you.

Please verify the permission profile of the users to ensure that the “Add/Allow signer attachment” option is enabled. Kindly check this comprehensive article regarding the necessary permissions for non-admin users: Add Template Permissions to Users

I hope this is helpful. Let me know if you need further assistance. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

Hi, yes, that permission is enabled. 

Hello ​@steve.fitzgerald,

Thank you for your confirmation. Can we kindly verify if they are following the guidelines in this article: Add or Edit Properties for a Web Forms Attachment Field ? Additionally, when you access the user’s Permission Profile, do you see the following option: Web Forms, with the ability to choose from None/Create?

Best regards,

Melanie | Docusign Community Moderator

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

I don’t see an option for Web Forms, however, the user in question is able to create web forms they just can’t add the attachment field to the web form even though they have the “Allow signer attachments” field checked. 

Hello ​@steve.fitzgerald,

Thank you for your confirmation. I acknowledge that users have the capability to create Webforms. However, if the option mentioned is not visible, it may be due to a backend setting that has not been activated, potentially leading to this issue. A support agent can assist in identifying whether this is the situation, and it would be advisable to open a case to clarify this matter.

To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case.” Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center. 

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.

Feel free to let us know if you need any more help with this. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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