How to Add File Upload Fields to E-Signature Applications

Overview

E-Sign applications can be configured to allow clients to upload supporting documents directly from the E-Signature page. This makes it easy to collect important documents, such as a bank letter, voided check, or driver's license, as part of the application process.

Depending on your configuration, uploaded files can be:

• Appended to the E-Sign PDF document.
• Saved as attachments to the associated lead.
• Both appended to the E-Sign PDF and saved to the lead.

This article explains how to configure file upload fields, make attachments required, upload documents during the E-Sign process, and manage file upload settings.

Prerequisites

Before configuring file uploads, ensure that:

• You have an E-Sign application set up or ready to configure.
• You have access to edit the application's PDF document and its form fields.
• You have the necessary permissions to manage E-Sign applications and attachment settings.

How to Configure Attachment Fields

To enable file uploads in an E-Sign application, add specially named attachment fields to the application's PDF document.

Attachment Field Naming Convention

Each attachment field must follow this naming format:

file-name_es_:signer1:attachment:label("file description")

Replace the following placeholders with the appropriate values:

• file-name: A unique name that identifies the attachment field.
• signer1: The signer who will be prompted to upload the file.
• file description: A descriptive label identifying the document the signer needs to upload.

Assigning Attachment Fields to Multiple Signers

If your E-Sign application supports multiple signers, you can assign attachment fields to specific signers.

To do this, replace signer1 in the field name with signer2, signer3, and so on.

For example, the following field allows the second signer to upload a document:

file-name_es_:signer2:attachment:label("file description") 

Attachment Fields Example

The following example shows a PDF application configured with two attachment fields:

• Bank letter or voided check
• Driver's license

Making Attachment Fields Required

You can make attachment fields mandatory to ensure clients upload the necessary documents before submitting their application.

To make an attachment field required:

1. Open the PDF document in Adobe Acrobat or another PDF editing tool.
2. Right-click the attachment field and select Properties.
3. In the Properties window, open the General tab.
4. Select the Required checkbox.
5. Save your changes.

Once configured, the signer must upload a file to the required attachment field before submitting the application.

How to Upload Files on the E-Signature Page

Once the E-Sign application has been generated, clients can upload supporting documents directly into the attachment fields.

1. Open the E-Sign application and locate the attachment fields.

2. Click an attachment field to open the file selection dialog.

   

3. Select the document you want to upload. Supported file types include various image formats, PDF files, and Microsoft Word documents. To view the complete list of supported formats, open the Custom Files dropdown in the file selection dialog.

   

4. Repeat the process for any additional attachment fields. Once selected, the uploaded files will appear in their corresponding attachment fields.

   

5. Complete and submit the E-Sign application.

Where Are Uploaded Files Saved?

After the client submits the application, uploaded documents are saved according to the application's attachment settings.

Appended to the E-Sign PDF

If PDF appending is enabled, uploaded documents are appended to the main E-Sign PDF file.

Saved as Lead Attachments

If saving files to the lead is enabled, uploaded documents are stored in the associated lead's attachments.

You can enable either option individually or use both to keep documents with the signed application and the associated lead.

How to Manage File Upload Options

You can control where uploaded documents are saved and which document labels are assigned to files stored on a lead.

1. Navigate to Manage → E-Signature → Import PDFs.
2. Locate the E-Sign application you want to configure.

3. Click the Attachments button for that application.

   

4. In the attachment settings popup, select the appropriate file upload options. These options determine whether uploaded documents are appended to the E-Sign PDF, saved to the associated lead, or both.

   

5. If you choose to save uploaded files to the lead, select the document labels that should be automatically assigned to those attachments.

   

6. Save your changes to apply the updated attachment settings.

Frequently Asked Questions

• Can I require clients to upload documents before submitting an application? Yes, to set this up simply make the field require using Adobe Acrobat, just like any other required field.
• Can I assign file uploads to different signers? Yes. Use signer1, signer2, signer3, and so on in the attachment field name to specify which signer should upload each document.
• What file types can clients upload? Clients can upload supported image files, PDF documents, and Microsoft Word documents. To see the full list of supported formats, open the Custom Files dropdown in the file selection dialog.
• Can uploaded files be saved to both the E-Sign PDF and the lead? Yes. Configure the application's attachment settings to append uploaded files to the E-Sign PDF and save them as lead attachments.
• Can I automatically assign document labels to uploaded files? Yes. When saving uploaded files to the lead is enabled, you can configure the document labels that will be automatically assigned to those attachments.