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JennieB

Attaching a document to a signature request

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JennieB

Hi -

I want to send a document along with a signature request (i.e. review this document and esign to indicate you have reviewed). I tried attaching a document but it doesn't show up for the recipient. Can someone walk me through this?

Thanks

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McTighe
On 2/7/2020 at 12:54 PM, JennieB said:

Is there an answer to JennieB's question?  I have the same question.  I need to attach a brochure to a signature request created as a signoff that they have received the brochure.  

 

 

Hi -

I want to send a document along with a signature request (i.e. review this document and esign to indicate you have reviewed). I tried attaching a document but it doesn't show up for the recipient. Can someone walk me through this?

Thanks

 

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Martin_YUL

I guess there are no moderators left here. The easiest way to do this is to open the PDF of the brochure in Nitro, then under the Share tab click Request Signature. This will take you to the NitroSign website. The pdf does not attach to the e-mail to avoid confusion. The signature needs to take place within the portal.

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