If you need to request your signers to include additional files, whether it's from the "Sign Documents" tab or "Create Template" tab, follow the steps below:
- Add the signer or role.
- Click on the paperclip to the right of the signer or role just entered.
- Enter in the name of the File being requested ex. "Photo ID" or "Verification of employment"
- Click on 'Save' if done or click 'Add' if additional files need to be requested and repeat the previous steps.
*Optional: Make the requested files required and add help text after naming the file.
When the signer receives the request they will see a prompt at the end of the signing experience to add in requested flies.
**Feature available on select plans, Enterprise and Enterprise Plus