Adding Documents to a Session

Add documents, scanned files, and images using the Add Documents feature. Easily drag and drop the files or browse for the files on your workstation. This feature can be accessed before and after processing. The available methods for adding documents will vary depending on your integration, how you are accessing the Add Documents feature, and the device you are using.

Library: Click Library to add documents or document sets from the library. This option is applicable to XML sessions only. For sessions created from Processing > Create New Session and for certain integrations, Library is the only option available and therefore not displayed. Refer to Adding Documents: Library for details.

Attach: Click Attach to add external documents, including third-party documents, and attach them to the session. Refer to Adding Documents: Attach for details.
Scan: Click Scan to scan documents and attach them to the session. Refer to Adding Documents: Scan for details. This feature is not applicable for iPads. Depending on the settings configured by your administrator, this feature may not be available.
Photo: Click Photo to take a photograph and attach it to the session. Refer to Adding Documents: Photo for details.

How to Access the Add Documents Feature

Access the Add Documents feature:

When RTS documents are printed or saved to the eSign Client input folders, the eSign browser is automatically launched and displays the uploaded documents on the Collected Documents page. From the Collected Documents page, add documents, attachments, photos, and scanned items. Refer to the Collected Documents Page for details about the page and adding documents.
When Processing > Collected Documents is clicked directly in eSign, the Collected Documents page is displayed for RTS sessions. From the Collected Documents page, add documents, attachments, photos, and scanned items. Refer to the Collected Documents Page for details about the page and adding documents.
When the Add Docs button is clicked on the Session Details page, the Collected Documents page is displayed for RTS sessions. The Collected Documents page allows the user to add documents, attachments, photos, and scanned items. Refer to Collected Documents Page for details.
When the Add Docs button is clicked on the Session Details page, the Add Documents page is displayed for XML sessions. The Add Documents page allows the user to add documents from the document library, attach external documents, scan items, and add photographs to this session.
When data is passed from the core/host system, the New Session page is displayed. The New Session page contains the Add Documents area. The New Session page allows the user to add documents from the document library, attach external documents, scan items, and add photographs to the session before processing. Refer to New Session Page and Adding and Deleting Documents on the New Session Page for details about using this page. Adding documents on the Add Documents page and adding documents on the New Session page are similar processes. The examples show the Add Documents page. After processing, add documents to the session using the Add Docs button on the Session Details page.
When Processing > Create New Session is clicked to create a new session directly in eSign, the New Session page is displayed. The New Session page contains a variation of the Add Documents area. The Library, Attach, Scan, and Photo tabs are not available. The page is automatically in Library mode. Refer to New Session Page and Creating a New Session (XML) for details about using the New Session page. Adding documents on the Add Documents page and adding documents on the New Session page are similar processes. The examples show the Add Documents page. After processing, add documents to the session using the Add Docs button on the Session Details page.