How do I get a signer to send supporting documentation, like their ID or proof of income?
You can add the 'File' upload field type to a document when setting it up.
- If it is flagged as 'required', the signer will have to upload a file in order to 'Submit' - without it they won't be able to.
- When adding the field, make sure to enter a helpful description in the 'File to upload' field, so that the signer knows exactly what is needed.
- You can add any number of 'File' fields to a document.
- Only one document can be uploaded per 'File' upload field - please cater accordingly.