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Adding Appendices to a Signing Pack

Written by Nirmal Fakir

Appendices are reference documents added at the footer section of a document during setup. They are available to relevant parties during the signing process and automatically delivered to all recipients once the pack is complete. Appendices are not additional documents to be signed - signers cannot interact with them, and they are only available for download and viewing. They are useful for including supporting information, such as terms and conditions, service plans, pricing schedules, or other relevant material.

Requirements

  • Access to QuicklySign document setup

  • Supported document formats for appendices (any standard file type)

Instructions

Adding an Appendix

  1. Load your document in QuicklySign.

  2. Scroll to the bottom of the page during setup.

  3. Select Add Appendix.

  4. Add a description for the appendix.

  5. Leave the Custom ID field as is—it can be ignored.

  6. Set visibility access to control who can view the appendix:

    • All

    • CC Recipients

    • Signers

    • Team (same workspace)

  7. Upload your appendix document.

  8. Click Done Editing to confirm.

Once added, the appendix will be visible to the relevant parties during signing based on the access you set and included in the final completion notification email.

Visual - Adding an Appendix during document setup

Visual - Adding an Appendix during document setup

Expected Outcome

Appendices are available for reference during signing, automatically included in the completed pack, and visible only to the selected parties based on visibility settings.

FAQs

Can signers sign or interact with an appendix?
No. Appendices are for reference only and do not require any input or signatures.

Will the appendix be included in the final completed document?
Yes. Once all signatures are complete, the appendix is automatically included in the final pack and the completion notification email.

Can I add multiple appendices to a pack?
Yes. Multiple appendices can be added, with separate descriptions for each.

Will signers see the appendix before signing?
Yes, visibility is controlled by the access settings chosen during setup.

Can I restrict who sees the appendix?
Yes. Options include All, CC Recipients, Signers, or Team (same workspace).

Contact Support

Should you require any further assistance with this, please contact our Solutions team at [email protected]

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