For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt

Creating attachments requests

An **attachments request** is a request for a signer to upload a specific document during the signing ceremony. The request can be optional or required. When it is required, the request must be fulfilled in order for the signer to complete (i.e. "Agree & Finalize"). ## Creating attachments requests during preparation To add an attachment request to a recipient: 1. Go to the **Recipients** part of the preparation. 2. Look for the **attachment request** option under the recipient’s name. 3. Click **attachment request**. 4. In the pop up, enter the name of the file you want the recipient to upload. 5. Choose whether to make the request optional. 6. Include any additional details on how to upload the file. 7. Press the **confirm** button to add the request to the recipient.