Adding Documents: Attach

Add documents to a session using the Add Documents feature. Click Attach to add external documents, including third-party documents, and attach them to the session.

Encrypted PDF documents cannot be attached. Attached documents must be less than 5 MB in size. A maximum of 10 documents can be attached per session. A maximum of 100 document pages can be attached when the session will be sent for remote signatures. Supported file formats are BMP, GIF, JPEG, JPG, PDF, PNG, TIF, and TIFF.

Refer to Adding Documents to a Session for general information about using the Add Documents feature.

eSign can identify signature fields in third-party documents, such as Gap Agreements, and use those fields to collect signatures as part of a single, streamlined signing experience. This eliminates the need to use Document Designer to add signature fields.

Third parties designate fields differently. As such, eSign identifies and understands the differences of each third-party document. eSign determines the originating third party and then utilizes the appropriate method to extract and identify the signature locations, party information, and all necessary fields to process the signature. If the signature method is identified, the document is attached to the session and processed. When there are optional signatures, the signature/initials fields must be reviewed in Document Designer before the session can be signed. The third party must be integrated to automate the identification and processing of these types of documents.

To attach documents to your sessions, follow these steps.

  1. Click Attach and select the desired values for each field.

    2. Attachment Type Select an attachment type from the dropdown menu.
    Index Source For XML sessions, select a party to use as an index source (shown). For RTS sessions, select a document to be used as an index source.
    Parties to View Select one or more parties to have them view the file during the signing and reviewing process.

  2. To attach the file, either drag and drop the file from the file location into the Drop files here or click to select file box, or click the Drop files here or click to select file box to navigate to the file and select it.

    The file is uploaded automatically. Depending on the page, the Selected Documents or Documents section is displayed. The uploaded file is listed in the Selected Documents or Documents section.

  3. When you are done adding documents, click Process to process the files and to return to the Session Details page for XML sessions. For RTS sessions, refer to Collected Documents Page for details on how to proceed.