How to add static email attachments to notification emails
You may want extra documents emailed to your signer that you do not want signed, but only attached. For example, your general terms of business or other related information.
Signers, Approvers and CC'd third parties (reviewers) can receive these extra email attachments. The attachments are recorded in the Audit Log.
The first step is to upload the static documents to your email attachment library. Go to Docs > Static email attachments and upload each document.
Then, click the option 'Upload an extra email attachment' to browse your device for documents to upload.
If the uploaded document is always attached to outbound emails to signers, then tick the option to 'Auto Attach'.
When you send a document you select your attachments. Click on the Attachments symbol immediately below a signatory's name to add more on the fly while on the send page.
This video shows you how:
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- Receive signed documents by email
- Can a signer forward the document to someone else to sign
- Send a reminder (or new link) to a signer
- Set emails to go to signers sequentially, or at the same time.
- Can the signer be sent a draft copy of the document to review?
- How to change email subject lines
- Use a personal email account or your own SMTP server
- Set the notification emails when a document is signed (including attachments)
- Brand your email notifications and add your logo
- CC email a copy of all signed documents