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Forum Discussion
adding attachment to dropbox sign template
Hello,
I was hoping to add an attachment feature to the templates that I had setup on dropbox sign. I wanted my customers to be able to attach any documents they might need to attach to the template but I can't find that feature/icon when creating a template. Docusign seems to have this feature, does Dropbox?
5 Replies
- Jay
Dropbox Community Moderator
Hi omairsakhan, thanks for messaging the Community.
Just for clarification, do you want them to attach it to the template directly, or to the document you send them to sign?
This will help me to assist further!
I would like them to attach it to the document that I send them to sign.
- Jay
You can request attachments from users by following these steps on a signature request.
Hey,
Every time I click the three-dot menu next to the signer or role all it shows me is "Remove a signer" and that's it. What should I do?
- Hannah
Hey omairsakhan, the feature that Jay gave you the steps for, is currently available to Standard and Premium Dropbox Sign plans; do you have one of those plans?
