Signer Attachment

How to make attachment mandatory for signer.

Step 1: Login to using your Admin User Name and Password

Step 2: On the top right corner, click on your profile image and go to the “Settings” menu

Step 3: Under Admin Settings menu, click on “Signer Attachment” option

Step4: You can make attachments mandatory for signers. multiple profile can be created for the multiple workflows.

Click on "Create New" to create a new rule for signer attachemnt.

Step5: You can create a multiple signer attachment rule and assign it for a workflow.

Step6: Once the rule is created, click on save to save to save the rules. The saved signer attachment rule can be used for any envelope.

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