How can I request attachments within a Signature Request?

Sign.Plus allows users to request attachments from signers as part of a signature request, making it easy to collect all necessary documents in a single workflow.

With this feature, signers can upload supporting materials, such as identification, certifications, or any other relevant files, directly when completing the signature process. This ensures that important documents are submitted alongside the signed agreement, helping to streamline operations and reduce follow-up communication.

What is an Attachment?

An attachment is a file that a signer can upload while completing a Signature Request. This helps streamline document collection by allowing you to:

• Collect necessary documents in a single, unified process.
• Reduce back-and-forth communication.
• Ensure all required materials are submitted alongside the signed agreement.

To request attachments within a signature request, follow these steps:

1. Log in to your Sign.Plus account, and go to the Sign section on your dashboard.

2. Either drag and drop your document into the upload area or click the Upload.

   Note: You can upload a file from your computer, Google Drive, Dropbox, OneDrive, or Box. Supported file formats include: PDF, DOC, PPT, XLS, JPG, PNG, RTF, and TIFF.

3. Once your file is uploaded, it will appear in the document list with a confirmation and file size.
4. Click Request Signature to send the document to others for signing.
5. Once you reach the Add Recipients section of your request, provide the following information about the signer(s):
   
   • Add Recipients: Add the names and email addresses of your recipients who need to sign or receive a copy of your document.
   • Add Signing Steps: Choose the order in which your signers will receive the document (optional).
6. Once all recipients are added and assigned roles, click Next to proceed to Step 3: Add Fields.
7. In the Add Fields step, choose the intended recipient from the Recipients panel.
8. Open the Attachments field.
9. A pop-up window titled Request New Attachment will appear. Configure attachment request by filling out the following:
   
   • Recipient: Confirm or select the recipient.
   • Attachment Name (required): Enter a title for the requested file (e.g., “Proof of Identity”).
   • Hint (optional): Add helpful instructions (e.g., “Please upload both sides of your ID card”).
   • Mandatory (checkbox): Enable if the signer must upload the attachment to complete signing.
   • Allow Multiple Files (checkbox): Enable if more than one file is needed. When selected, each attachment can include up to 10 files.
     
     
10. Once configured, click the Add button to include the attachment request in your document.
11. If you need to request additional attachments or Edit the currently requested attachments, click on Request New Attachment or Edit next to the current attachment requests.
    
12. Once an attachment request has been added, it will appear under the Fields section, indicated by an icon and a counter showing the number of attachments configured.
    

    Note: If your document is sent to multiple signers, please be aware that the attachment feature can only be enabled for up to 10 signers.

13. Finish placing any other required fields, then proceed to the Review step to finalize and Send your signature request.

What does the attachment icon mean

The attachment icon (a paperclip symbol) displayed next to the document preview in the Pending Documents list in Sign.Plus indicates that the signature request includes at least one attachment field.

• It signals that the sender has requested the signer to upload one or more supporting documents (e.g., ID cards, certificates, or other files) as part of the signing process.
• This icon helps both senders and recipients easily identify which documents require additional uploads alongside a signature.
• If no attachment has been uploaded yet, the system will still display the icon to reflect that the request exists, even if it’s incomplete. The “0 files attached” label in the right-hand panel indicates that no attachments have been uploaded yet for this signature request.