Add attachment fields
Last updated
Last updated
© Ascertia Limited 2024
SigningHub allows its users to add attachments to a workflow. Adding field attachments in a workflow is subject to recipient permissions, configurations of your user role and the configuration of your service plan. If you are willing to use this feature, contact your Enterprise Administrator. Upon sharing the document, the attachment field does not become part of the document.
Select the document from the information panel's 'Pages' tab, on which attachment is required from a recipient.
Select the recipient from the information panel's 'Recipients' tab, for whom you want to add an attachment field.
Click the "Attachment" option, and drop it on the document.
You can drag and drop the field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size and its display preferences (i.e. visible or invisible) for adding new In-Person signature fields on the same documents package. When you click "Properties", dialogue will appear for settings.
Click "Save".
Click on the attachment field in the document to delete, and select the "Remove" option. The field will be removed from the document.
Take the cursor to the attachment field assigned to you in the document, and double-click the field. Alternatively, you could click on the field, and select the 'Upload' option.
Take the cursor to the initials field assigned to you in the document, and double-click or select the upload option in its single-click menu. A dialogue box will appear to upload attachments. If it is a mandatory attachment field, the note will be displayed in the dialogue box.
Add your attachment as required. Your attachment will be added before sharing the document. Once an attachment has been added the system will disable the attachment field on the viewer.
| Fields | Description |
|---|---|
Recipient | A read-only field to show the signer name along with the email and/or the mobile number, based on the selected delivery method, for whom the initial field is being configured. |
Validation | Select the "Mandatory" option, if the document owner wants to make sure that the recipients must add an attachment. Select the "None" option, if the document owner does not want to mandate adding an attachment. |
Note | This field will only appear if the "Mandatory" option has been selected in the "Validation" field. The note field lets the document owner specify a personal note (up to 500 characters) that will be used to intimate the configured recipient when they click on the attachment field. This is a mandatory field. |
Details Tab | |
Field Name | Its an auto-generated (unique) field name that is used when you need to fill in initials through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised, i.e. two or more fields in a document cannot have the same field name. This field is only available as far as the status of a document is Draft. |
Dimensions | Use this tab to relatively set the on-screen and PDF coordinates/ position (Left, Top, Width & Height) of this initials field. However you can also manually move the field to the desired position in a document through drag and drop, and these coordinates will be updated accordingly. These coordinates are only available as far as the status of a document is Draft. |
Save and Cancel buttons | Click the "Save" button to save the configurations, or click the "Cancel" button to close this dialog. |
You can only edit the on-screen dimensions but not the PDF dimensions.
Only one document can be added against a single attachment field.
Once an attachment has been added the system will disable the attachment field on the viewer.
A document owner can only add an attachment field if:
"Manage document attachments and document merging" is allowed against their user role, and
The "Attachments and Merging" feature is allowed against their service plan.
The attachment field will only appear for a recipient if the "Allow Attachments and Merging" permission is allowed for the recipient.
If the "Manage document attachments and document merging" is disallowed against their user role, all the unprocessed attachment fields on draft documents will be removed.
If the "Allow Attachments and Merging" permission is disallowed for a recipient, all the unprocessed attachment fields, assigned to the recipient, on the draft document, will be removed.
