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Does DocuSign allow attachments?
Yes. Just an (https://support.docusign.com/guides/signer-guide-signing-adding-attachments-new) attachment tag to your document. This tag can be set to either be optional or required in order to force the recipient to upload a document. Hope this helps.
Can you upload pictures to DocuSign?
DocuSign supports adding Images to the envelope. The supported types are “. If you needed the image to be inside or embedded in a document then you would need to do that outside of DocuSign with Word or Adobe editors.
How do you upload an attachment in DocuSign?
First, log in to your account if you have not already done so.
- Step 1 Upload your document. From your DocuSign Account, click START, then click Send an Envelope.
- Step 2 Add the recipient.
- Step 3 Add the email subject and message.
- Step 4 Add signing fields.
- Step 5 Preview and send your document.
Do you need to enable connect in DocuSign admin?
In order to use DocuSign Connect, Connect must be enabled in your DocuSign account. It is not enabled by default. In DocuSign eSignature Admin, click Connect. On the Connect Configurations page, click ENABLE CONNECT. Connect configurations can now be set up for the account.
Can a Salesforce account connect to a DocuSign account?
An account can only have one active Connect for Salesforce and Connect for eOriginal configuration. In order to use DocuSign Connect, Connect must be enabled in your DocuSign account. It is not enabled by default. In DocuSign eSignature Admin, click Connect.
Why do you need to add an attachment to a DocuSign document?
Add attachments to a document to provide supporting information Senders may request that you add additional supporting information to the document. These attachments are uploaded to the DocuSign system and shared with the sender and any other signers or viewers on the document.
How to connect a CSV file in DocuSign?
The download option is used to download a CSV file with information for the selected envelopes. In DocuSign eSignature Admin, click Connect. Click PUBLISH to go to the Envelope Publish view. Select the envelopes you want to publish to Connect by selecting the check box on the envelope row.