Add & Request Attachments

Sometimes documents require additional information in the form of attachments. This can be ID Documents, Terms And Conditions or any other relevant information. This article will walk you through on how to add or request attachments to your documents and templates.

Note: Attachments needs to be in A4 format. If you upload landscape images or documents they might look smaller than expected.

Add Attachment

1. Open your contract and go to "Details".

2. Scroll down to "Add Attachment".

3. You are now ready to add the attachment. Click on "Select File", name the attachment and choose if it is Optional or Mandatory for the recipient to read.

4. The added attachment will appear at the bottom of the page. You are able to open for preview and remove it at any time you'd like.

Request Attachment

1. Scroll down to "Request Attachment".

2. Click on "Add Attachments" and fill in the name of the type of attachment you are requesting, what recipient that you are requesting it from and if it is Optional or Mandatory.

3. Click on the "Save" button and the information will appear at the very end.