How to assign attachments to workflow users?

Modified on Sat, 26 Oct at 12:45 PM

A new Attachment icon is now available on the top right of your screen.

Select this icon to open the attachment view.

There are two (2) sections within this view:

1. Attachment Labels

2. Additional Files

1. Attachment Labels

A text box will appear where the attachment required to be uploaded can be mentioned.

If multiple attachments are required, select ‘Add’ again and enter the details needed.

NOTE: Attachment Labels are not available for ‘Quick Sign’ envelopes and ‘User Specific’ templates.

2. Additional Files

Any additional files required for the envelope can be uploaded under this section.