Allow your signers to provide supporting documents such as ID copies, proof of income, or payment receipts. This can be done using the File or Image upload fields when setting up your document.
File Upload Field
The File field allows signers to upload documents in various formats including PDFs, Word, Excel, images, and more.
Add the File field to your document during setup.
Provide a clear description in the File to upload field so signers know what is required.
Mark the field as Required if the document must be uploaded before submission.
Multiple File fields can be added to a single document.
Important Notes:
Only one document per File field can be uploaded. Please plan accordingly.
Filetypes not allowed: executables, installers, batch files.
Maximum file size per upload: <30MB.
Final attachments to be returned to Sender Only upon completion in Final Email
Visual - File Upload Field (Supporting documents: ID Copies etc)
Image Upload Field
The Image field allows signers to embed images directly into the document.
Only image formats are allowed.
Ensure sufficient space is provided for the image so it displays clearly in the document.
Visual - Image Embedding Field
Expected Outcome
Signers can provide all necessary supporting documentation as part of the signing process. Required uploads prevent document submission until completed.
Sharing Attachments with Other Signers (Optional)
Need other signers to view uploaded supporting documents? Within your Document/Template Settings, enable Signer attachments visible to all signers.
Enabled: Other signers within the signing workflow can view and download uploaded attachments during the signing process.
Disabled (Default): Only the sender can access uploaded attachments, either directly within QuicklySign once uploaded or through the final email notification after all parties have signed.
Important: Attachments are never emailed to other signers. When sharing is enabled, signers can only access and download these files within the signing workflow. Downloads are not tracked, so only enable this setting when sharing is necessary.
FAQs
Can multiple files be uploaded at once?
No, only one file per upload field. Add multiple fields if needed.Which file types are supported?
PDFs, Word, Excel, images; executables and scripts are blocked.Can images be embedded directly in the document?
Yes, using the Image field and not the File Field.
Are uploaded attachments shared with other signers?
No, not by default. Enable Signer attachments visible to all signers in Document/Template Settings to allow access. Attachments are never emailed to other signers but can be viewed and downloaded by others during signing when enabled.
Contact Support
Should you require any further assistance, contact our Solutions team at [email protected].