How do I Attach Supporting Documents to the Workflow as a Reference?

  1. Select the workflow and choose the document to send for signature
  2. Assign Signatories
  3. Select Signature options
  4. Attach Supporting Documents

Click on Attach document in case you want to add any supporting document

Eg: In case of Invoice signing, you need to upload the purchase order

 

5. Enter a description and attach the supporting document

6. Attached documents are displayed as different options such as, View Document, Download, and Remove Attachment

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