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How to Request Attachments on your SeamlessDocs
How to Request Attachments on your SeamlessDocs

This article walks through how you can request for additional files or documentation to be attached to an application or form

Andrew Liebelt avatar
Written by Andrew Liebelt
Updated over a week ago

You can allow your end users to attach additional documentation (photo ID, site plans, resumes, etc.) to be submitted along with your form. 

NOTE: The upload limit is 250 MB per attachment

To request attachments on your SeamlessDoc: 

  1. Select Add Ons and then choose Add Request Attachments. 

  2. Once you're in the pop-up window, the first thing you want to do is turn ON Enable Attachments

  3. After you've turned on attachments, you can start customizing the attachment popup description text and title, the attachment name, and even make the attachment required in order to submit. 

You can also assign specific signers to either upload an attachment or to review another signer's attachment.

NOTE: You must assign the attachment to a signer in order for a later signer to be able to review it. 

To assign signers to an attachment: 

While in the attachment pop-up window, select the signer that you'd like to upload the attachment under Assign to a Signer. You can only assign one attachment to one signer. If you need to assign it to multiple signers, then create an attachment for each signers.  Please note that you must assign attachments to signers in the same order as the signature workflow (ex: Assign Attachment A to Signer 1 then Attachment B to Signer 2, not Attachment A to Signer 2 and then Attachment B to Signer 1).

Then, when the signer is in the Live View of the form, they will be prompted to upload the attachment they were assigned. 

To assign a signer to review an uploaded attachment

First, turn on the Add a Reviewer toggle. Then a drop down menu of the signers names will appear; select the signer that you'd like to review the attachment. You can select multiple signers by holding down on your Shift key and then using the Arrow buttons on your keyboard to select more signers.

Then, when the signer that is assigned to review the attachment goes to sign the form, they will be prompted to view the attachment.

NOTE: A user cannot be both a signer and a reviewer of the same attachment. You will want to create separate Attachments for each signer.

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