How to add attachments to an envelope

A new Attachment icon is now available on the top right of your screen.  Select this icon to open the attachment view.

There are three (3) sections within this view:

     1.  Mandatory Attachments

     2.  Additional Files

     3.  All Previous Attachments

1. Mandatory Attachments

• The list of all required attachments is displayed here.
• Select ‘Upload’ beside each description to upload the required files.
• Multiple files can be uploaded under each description.
• Select the Delete icon to delete any uploaded files.
• This section will not apply for any ‘User Specific’ processes.
• If no mandatory attachments are assigned to you, this section will not be displayed.

2. Additional Files

• Any additional files required for the envelope can be uploaded under this section.
• Select ‘Upload’ and choose the files required from your file explorer.

3. Previous attachments

• Any additional files or mandatory attachments added by previous users will all be listed in this section.
• These attachments can be downloaded and viewed by selecting the download icon beside the file name.
• Hovering over the Profile icon beside each file name will display the name of the user who uploaded that specific file.
• If there are no attachments added by any previous step users, this section will not be displayed.