Requesting Signer Attachments

You can require a signatory to provide additional documents as part of the e-signature process. For example, you may ask a recipient to provide a copy of their ID, passport, driver's licence, proof of address, or another supporting document.

Signer attachments can be configured as either:

• Required: The signatory must provide the requested document before they can complete the signing process.
• Optional: The signatory can provide the document, but it is not required to complete the signing process.

Adding Signer Attachments Manually

If you are using the traditional e-signature workflow, you can add signer attachments when adding recipients to an e-signature request.

To add an attachment:

1. Click Add Attachment when configuring the recipient.
2. Enter a name for the document you want the signatory to provide, such as Driver's Licence or Proof of Address.
3. Press Enter to add the attachment.
4. Select Required if the document must be provided before the recipient can complete the signing process.
5. To remove an attachment, click the X next to the attachment name.

Adding Signer Attachments with the AI Agent

If you are using the DocEndorse AI agent, you do not need to manually configure the attachment settings.

Simply tell the AI agent that you want the signatory to provide an additional document. For example:

“I also want the tenant to provide a copy of their driver's licence.”

The AI agent will recognise that you want to add a signer attachment and will guide you through the necessary steps. It will advise you on what information is required and, where applicable, ask whether the attachment should be required or optional.

The AI agent can be used through the DocEndorse platform or through supported third-party chat platforms.

Providing Signer Attachments

Once the e-signature request has been sent, the recipient will be prompted to provide any requested attachments as part of the signing process.

For example, a recipient may be asked to upload a copy of their ID or driver's licence before completing the request.

DocEndorse supports a range of common document and image formats for signer attachments, including:

• PNG images
• Bitmap (BMP) images
• Microsoft Excel files
• Microsoft PowerPoint files
• PDF files
• Microsoft Word files
• OpenDocument presentations
• OpenDocument spreadsheets
• OpenDocument text documents

The recipient can upload the requested document directly as part of the e-signature workflow.