How do I attach supporting documents as a reference while I send documents?

Step 1: Log in to using user name and Password

Step 2: You can initiate signing process in 3 simple steps as mentioned below,

  • Upload Documents
  • Specify Participants
  • Sign & Send – in this step, you will see “Attach Supporting Document(s)” as an option. This is completely optional. 

Step 3: Click on upload document. Attach the document if you want to add any supporting documents (Eg: In case of signing an Invoice, you need to upload the purchase order)

Step 4: Click on ‘Continue‘ to move to the next step.

Step 5: You will be able to view the document. On your left side of the panel, click on ‘Attach supporting Document(s)

Step 6: Now provide a description for the supporting document and click on ‘Attach Document‘ button

Step 7: Once you have attached the supporting documents and the signatories, click on the Send button.

You have successfully attached your supporting documents!

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