Configuring Attachment Profile
Signer Attachments allow you to collect supporting documents from signatories as part of the signing workflow (for example, ID proof or authorization documents). This configuration happens in two stages:
Admin-level setup and
Template-level assignment to signatories.
Configure Signer Attachments (Admin Setup)
Signer Attachments allow you to collect supporting documents from signatories as part of the signing workflow — for example, ID proof or authorisation documents. Before attachments can be assigned to a template, they must be configured by an admin.
To access Signer Attachments:
Navigate to Settings → Attach Supporting Documents During Signing.
The page lists all existing attachment profiles, showing the Profile Name, Created Info (Created By, Created On, Modified By, Modified On), and Actions for each entry. You can edit or delete any existing profile using the action icons in the corresponding row.
Creating a New Profile
Click Create New to define a new attachment profile. The Create New Profile form includes the following fields:
Profile Name (required) — A logical name to identify the attachment profile (e.g., IdentityProof, VendorDocuments).
Document Name (required) — The name of the document as it will be displayed to the signer during the signing process.
Max Size (required) — The maximum permitted file size for the uploaded document. Enter the value and select the unit (KB or MB) from the dropdown.
File Extensions (required) — The file formats accepted for this document. Supported extensions include doc, docx, pdf, jpeg, jpg, png, xlsx, and xls. Type to search and select the applicable formats.
Document Instruction — Optional guidance text displayed to the signer while uploading the document. Supports up to 200 characters.
Is Mandatory — Enable this toggle to make the document upload compulsory for the signer before they can proceed with signing.
Once the details are filled in, click + Add to add the document entry to the profile. The added entry appears in the table at the bottom of the form, showing the Document name, Max Size, File Extensions, and whether it is mandatory.
A single profile can contain multiple document entries. Repeat the process to add additional documents to the same profile.
When all required documents have been added, click Save to create the profile. Click Cancel to discard the changes.
Key Notes
Once saved, the attachment profile becomes available for selection when configuring signatories in a template.
Multiple document types can be grouped under a single profile, allowing you to collect all required supporting documents from a signatory in one go.
Assign Attachment Profile in a Fixed Form Template
After adding signatories in the Add Participants step, an attachment profile can be assigned to each signatory individually.
Steps:
In the Add Participants step, click on the signatory from the left panel to open their Configure settings panel on the right.
Under Signatory Settings, locate the Configure Attachment Profile section.
Click the Profile Name dropdown and select the appropriate profile from the list.
The dropdown is populated with profiles created under Settings → Attach Supporting Documents During Signing.
Click Save Details to apply the configuration for that signatory.
Repeat the process for each signatory who is required to submit supporting documents as part of the signing workflow.
Key Notes
Attachment profile assignment is signatory-specific. Each signatory in the workflow can be assigned a different profile depending on the documents required from them.
Only profiles previously created in the admin settings are available for selection in this dropdown.
If no attachment is required for a particular signatory, the Profile Name field can be left unselected.
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