When you - the Sender- send out a signature request, it may be necessary for the Signer to upload some other documents along with the signature request. 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 contract. Some examples of why a signer may need to upload additional information are, additional identification verification, medical records for an insurance claim, any images or documentation relating to the contract, and/or additional information that was not added onto the RSign contract itself.

SETTINGS Tab

In the SETTINGS tab, under GENERAL SETTINGS, you, the Sender, have the option to configure how you want the setting Allow recipient to attach file(s) while sending to work and be set in the SEND tab.

1. Options: Lists the setting Allow recipient to attach file(s) while sending.

2. Display: Controls if Allow recipient to attach file(s) while sending will be active, disabled or viewable in the Send tab.

a. Active: Allow recipient to attach file(s) while sending will be visible in the OPTIONS section on the SEND tab.

b. Disable: Allow recipient to attach file(s) while sending will not be visible in the OPTIONS section on the SEND tab.

 c. View Only: Allow recipient to attach file(s) while sending will be visible in the OPTIONS section on the SEND tab but will not be configurable. The setting will be displayed for reference only.

3. Default Value: Lists the default value for Allow recipient to attach file(s) while sending. The value will be displayed in the SEND tab when preparing a new document for signature.

a. Y: The Signer/Recipient will be able to attach files to the RSign document to be received by the Sender.

b. N: The Signer/Recipient will not be able to attach files to the RSign document.

Sender Experience:

1. You, the Sender, or the Customer Admin confirm that the setting “Allow recipient to attach file(s) while sending” is set to “Y” in the SETTINGS tab,

2. If enabled, confirm “Allow recipient to attach file(s) while sending” the Send tab before setting.

3. You send out a signature request email and if documents are necessary, include the specific request for documents in the body of the signature request email.

4. When the Signer(s) complete the signature request, you will receive the “Document Signed” email, you will also receive all documents the signer chose to attach. These attachments will be in a compressed zip folder.

5. You can also download the filed attached by the Signer(s) in the Manage By expanding the envelope corresponding with this RSign document and clicking “Signer Attached File(s).”

Signer Experience

1. If the feature Allow recipient to attach file(s) while sending is enabled, the recipient will see the Attachment button on the top toolbar while signing the document.

2. When the Attach button is pressed, the signer has the option to upload their files from local and/or cloud drives.

3. After the files are selected and uploaded, they can be viewed in the lower-left corner of the signing page.

4. The Signer(s) then complete the signing process as normal. The additional documents will be sent to the Sender in the final “Document Completed” email.

a. When the Signer receives the “Document Completed” email he or she will not receive the attached documents in the email. This is because the Signer already has the documents provided to the Sender and if there were additional signers, the information the other signers included may be confidential and intended only for the Sender.