Adding File Attachments to Workflow Designer
In Workflow Designer, you can configure to send out multiple documents in your e-signature packet. You can do so under the Sign tab when building your workflow.
- Create a file attachment field in the Form Builder
- Title the file attachment tag accordingly to how you want it to appear in the Launch Form.
Once you have created the file attachment fields you can go to the Sign tab and toggle to settings and select 'Document Ordering' to add the file attachments created in the Form Builder.
You will want to click on the proper field to add it as part of the e-signature packet. You can then use the dotted square on the right-hand side to rearrange the order in which these documents will appear.
This is how the file attachment fields will appear when this workflow type is launched.
Note: You can create conditions that ask "Would you like to include an attachment with the signature packet?" This way the 'file upload' field will only appear when the answer is Yes.
Once the form has been submitted, you can adjust the documents using 'Edit Info.' The order of these documents cannot be rearranged as they are already set in the Workflow Designer template. When the Documents are sent out for signature they will all appear in order as part of the eSignature request.
File Types Included
This table summarizes the file types that are accepted within the File Attachment field, but Row 1 indicates these files will NOT be added to the Signature Packet, while Row 2 indicates the file types that WILL be added to the Signature Packet.
If a File Attachment field is added into the Signature Packet section outlined above, then only the file types indicated in Row 2 will be accepted. This means if you would like the attachments to be file types indicated in Row 1, the field cannot be included in the Signature Packet.