Add your field attachments
Last updated
Last updated
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When you receive a document with some attachment fields assigned to you, you can add attachments, as required. After adding an attachment and sharing the document, the attachment field does not become part of the document. When you receive a document with attachment fields assigned to you, then you need to add attachments to these fields, as required by the document owner, before signing. This is to ensure that you have provided all the required attachments that are requested by the document owner. If the attachment field is compulsory, you will only be able to sign the document after you have added an attachment to the attachment field.
Downloading attachments is now bound with downloading a document, which is subject to the following two configurations:
The 'Allow document downloading' recipient permission is set against the workflow.
The "Allow workflow participants to download document only on workflow completion" in the document owner's Advanced Settings.
Click the "Go to field" button or scroll to the field.
Double-click on the field, or single-click and then click the "Upload" option.
A dialogue will appear. Select the document you want to attach.
Click the 'Close' button.
Only one document can be added against a single attachment field.