Articles > PDF Documents

How to add file fields for signers to upload documents

If you want a signer to add files when they sign a document, perhaps IDs or other supporting documentation, use file fields. There are several types of upload field:

  1. Append to PDF: this option appends the file uploaded to the PDF being completed/signed. Good for IDs or important docs since it gets certified in with the signed document. Files must be in PDF format.

  2. Attach to confirmatory email: this option emails the sender any files uploaded as part of the notification email received upon execution of the document. Good for supporting docs that you want to get from the signer, but don't want associated with the signed document itself 

  3. Zip with PDF: this options zips multiple files together and emails them to the sender as part of the notification email received upon execution of the document . This is when you know you're going to get several docs being uploaded by approvers and signers, and to save yourself some mess you get a nice and neat zipped package at the end of the day.

To add a File Upload field on the PDF edit page, drag and drop the field labelled 'File' within the signer form field section onto your document.

File fields work for approvers as well as signers.

This image shows you where you can find a file field, drag that onto the PDF page:

image showing how to add a file field to a PDF on Legalesign

Select the file upload field type from the drop box options 'Field type validation option':

Selecting a form field type from a field setting form

File upload fields are shown to the signer as a button labelled 'upload'. Clicking the button will enable the signer to pick a file from their computer/tablet/phone. If using a phone with a camera, a photo can be taken and uploaded.

What a file upload field looks like

Done. Files are delivered to you from your signers and approvers.