Scenario: Prior to sending out a document package, you realize you need to include an attachment such as a .jpg, or .gif file. An attachment can be added at either the Landing Page or Signing Document Level.
Landing Page Level:
Step 1. In the top right corner of the screen, notice the paperclip icon:
Step 2. Click on the Paperclip:
Step 3. Upload the necessary attachment, Name the Attachment, Click "Add File". The file will then appear on the right side panel with a trashcan should you need to delete.
Signing Document Level:
In the top right corner of the signing viewer, click on the 3 Dot Menu to find the paperclip icon.
Click on the paperclip Icon & Click "Add Attachment"
Choose the type of attachment from the 4 listed. Note, anything added as a "Fillable Form" will require you to manually add a signature block if you need one, these are not automatically added to the document.
Name the attachment and click "Add".
Note: The AEX platform does not support .doc or .pdf files with dynamic fields (ex. fillable fields, check boxes with values etc.) Do not use the attachment feature to send any files with dynamic data. For those files, you will need to use the "Send A File" feature which allows you to indicate the field types on your form. You can find information on how to send "one-off: transactions How To: Send a "One Off" Transaction.
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