Sign.Plus makes it easy to collect all necessary documents in one seamless workflow by allowing users to request attachments from signers as part of a signature request.
When you’re asked to sign a document, the sender may also request supporting materials, such as a photo ID, proof of address, or other documents. To keep the process simple and secure, Sign.Plus enables you to upload attachments directly within the signing flow. These files are submitted along with the signed document, eliminating the need for separate emails or follow-ups.
Note: A paid plan is not required to receive or complete a signature request that includes an attachment requirement. This feature is available to all recipients, regardless of their Sign.Plus subscription status.
This streamlined experience ensures that everything needed is submitted in one place, helping you complete the signing process faster and more efficiently.
After accessing the Signature Request, you will be shown on the left side the Requested Attachments. To proceed with adding the documents, please follow these steps:
- After accessing your document, on the on the left side you can find the Requested Attachments.
- Click on Upload in the Requested Attachment section on the left to upload your attachments.
- Upload the required document.
- Attachments marked with
are mandatory.
- Attachments marked with
are optional.
- You can choose from which source you would like to upload your documents:
- Your computer
- Google Drive
- Dropbox
- OneDrive
Note: If the attachment request is configured to accept only one document, you will be limited to uploading a single file. If multiple documents are allowed, you can upload up to 10 files, with a total size of 5MB in size.
- Attachments marked with
- Click on Confirm.
- Once added, you should see a green tick (
) appear next to the requested attachment.
- Once all the attachments are added, you can proceed with the next steps
- Access the Signature Request you received.
- On the top right, you should see the attachments that need to be added, represented by a paper clip and a red number badge.
- Click on the icon showing the attachments.
- Click on Submit document.
- Choose from which source you would like to upload your document.
- Attachments marked with
- Attachments marked with
- You can choose where you would like to upload your documents from:
- Scan
- Photos
- Files
- OneDrive
- Box
- Dropbox
Note: If the attachment request is configured to accept only one document, you will be limited to uploading a single file. If multiple documents are allowed, you can upload up to 10 files, with a total size of 5MB in size.
- Attachments marked with
- Once added, you should see a green tick (
- Click on Finish.
- You can proceed with the next steps.