Add Attachments to Support Your Documents

What are Attachments?

Whenever you need to include files with your documents for viewing or downloading without requiring a signature, add them as Attachments.

Once an attachment is sent, it’s automatically saved to your Attachments library for quick access and future use.

How to use Attachments

You can upload files directly to your Static Attachments or send them directly from the Send page.

To upload and send an attachment:

1. Prepare a Template and go to the Send page.

2. Select a Recipient.

3. Click ‘Options’ on their Recipient Card.

4. Click Attachment.

5. Click Upload New Attachment.

Why Use Attachments?

• Easily include files with your documents without requiring signatures, and quickly share additional information.

• Enhance clarity by adding supporting documents that recipients can view or download.

• Keep all related documents together, reducing the risk of losing important information.

• Bundle related files together, reducing the hassle of sending files separately.

For more information on how Attachments can benefit your business,