The setting Signer Attachment Options enables the sender to both request attachments from the signer and provides the ability to allow recipients to add attachments while signing documents. The additional files that are uploaded by the signer(s) will only be received by the RSign sender and will be attached as a compressed folder to the email sent with the final signed document. This setting also allows signers to delegate the signature request to other signers.
The SETTINGS tab should be available for all RSign® user roles (RPost® Super Admin, RSign Support, Customer Admin, and User). If you are an end-user, you will be able to change your PERSONAL settings. If you use an Admin enabled account, you can change both COMPANY and PERSONAL settings. The Settings Tab includes settings for Admin, Sending, Template, Storage, System, E-Disclosure, Advanced, Privacy, External Drives Set Up and Contacts.
This setting is available under both the COMPANY and PERSONAL tab. If you do not see the options described in this article and wish to add them, please contact your RPost sales or account manager to enable them.
Click the SETTINGS > Sending.
The Sending settings menu displays the Option and the visibility settings including Display on Send Tab, plus the Default Settings, Override User Settings & Lock Settings.
Scroll down the Option column and select Signer Attachment Options to manage or change the default settings.
Signer Attachment Options has the following defaults and options.
Display on Send Tab: None is selected by default.
- None: No Sender Attachment Options will be visible in the SEND tab.
- Allow recipients to attach files(s) while signing: Recipients can attach up to 10 files while signing.
- Enable sender attachment requests: The sender can also request and require the signer to upload an attachment from the SEND tab.
The signer has the option to either upload attachment or can delegate the request to another signer if needed, by entering their name and email as well as add a note in the Change Signer box.