# 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**:

1. **Admin-level setup** and
2. **Template-level assignment to signatories**.

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#### 1. Configure Signer Attachments (Admin Setup)

Before attachments can be used in a template, they must be configured by an admin.

**Steps:**

* Navigate to **Settings → Signer Attachments**.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FQENp8fhiUw5psu51wAA7%2Fimage.png?alt=media&#x26;token=28074843-be64-471c-9877-1caf0f39c780" alt=""><figcaption></figcaption></figure>

* Click **Create New** to define an attachment profile.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FVincdK4A56B9UyGSbbQj%2Fimage.png?alt=media&#x26;token=085e3a39-bdfa-43b3-979c-a259a69e58f0" alt=""><figcaption></figcaption></figure>

* Provide the following details:
  * **Profile Name** – Logical name for the attachment set (e.g., *IdentityProof*).
  * **Document Name** – Name shown to the signer.
  * **Document Instruction** – Guidance displayed to the signer while uploading.
  * **Allowed File Extensions** – Supported formats (PDF, JPG, PNG, etc.).
  * **Maximum File Size** – File size limit.
  * **Mandatory** – Mark whether upload is required to proceed.
* Save the profile.

Once saved, the attachment profile becomes available for use while configuring templates.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FaOTlWYaCQDsoE512ZpUe%2Fimage.png?alt=media&#x26;token=543a9c12-119a-400a-bf05-979139dd77f6" alt=""><figcaption></figcaption></figure>

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#### 2. Assign Attachment Profile in Flexi Form Template

After adding signatories in the Flexi Form Template, attachment profiles can be assigned **per signatory**.

**Steps:**

1. In the **Configure Signatory** panel, click the **Settings (⚙️)** icon for the required signatory.
2. The **Configure Attachment Profile** window opens.
3. Select a **Profile Name** from the dropdown.
   * The list is populated based on profiles created in **Signer Attachments (Admin Settings)**.
4. Click **Apply** to save the configuration.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FX7DrLxtIPpJ7x9QNdMWf%2Fimage.png?alt=media&#x26;token=f4fd012a-0023-4905-ab94-000c7a4f9996" alt=""><figcaption></figcaption></figure>

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#### Key Behavior

* Attachment configuration is **signatory-specific**.
* Only profiles created in **Admin → Signer Attachments** are available for selection.
* This ensures controlled, reusable, and consistent attachment handling across templates.