Can I request a signer to upload an attachment / document while signing?

Yes, in the message you can instruct a signer to upload an additional document as an attachment, like an ID or bank statement, during the signing process.

 

 SignRequest-attachments-sign.png

You can request uploading an attachment optionally. This means that sometimes signers will forget adding it and you'll need to send a follow-up email.

You can however also make it a requirement to upload an attachment to allow finalizing the signing process. To add this requirement you can add the name of the attachment you desire in the prepare window as shown below.

Please note that SignRequest can not scan the document to check whether or not the uploaded document is indeed the type of document you requested.

Require_attachment.gif

 

 

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