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.

---

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 →ATTACH SUPPORTING DOCUMENTS DURING SIGNING

• Click Create New to define an attachment profile.

• 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.

---

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.

---

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.