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Add/download attachments

When you receive a document with some attachments, you can view and download them as required. You can also fully manage (i.e. add and remove) document attachments before signing if it has been permitted to you by the document owner. The attachments added by you will also be available to the next recipients in the workflow, along with other attachments (from the document owner). All these attachments become part of the document hash in the workflow.

Downloading attachments is subject to the following configuration:

  • The "Allow Download" recipient permission is set against the workflow.


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Add an attachment

  1. Click on the 'Append' option button appearing in the document viewer header. Alternatively, navigate to the "Pages" tab in the information panel, and click on the 'Append' button.

  2. Click the 'Add attachment' option.

  3. From the 'Add attachments' dialogue box, add the attachments.

  4. Click the "Done" button. The uploaded file will be added as an attachment to your document.


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Preview an attachment

  1. Navigate to the "Pages" tab in the information panel.

  2. From the list of documents, expand the document to which an attachment has been added.

  3. From the menu adjacent to the name of the attachment, click on the 'Preview' option.

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  1. A recipient will only be able to preview the added attachment if the 'Allow preview of document attachments' option is enabled in the user's recipient settings.


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Download an attachment

  1. Navigate to the "Pages" tab in the information panel.

  2. From the list of documents, expand the document to which an attachment has been added.

  3. From the menu adjacent to the name of the attachment, click on the 'Download' option.

  4. The attachment file is downloaded to your local Downloads folder.


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Delete an attachment

  1. Navigate to the "Pages" tab in the information panel.

  2. From the list of documents, expand the document to which an attachment has been added.

  3. From the menu adjacent to the name of the attachment, click on the 'Delete' option.

  4. Click on the 'Delete' button to confirm the deletion.