INTRODUCTION:
In this tutorial, we’re going to explore a powerful feature that enhances your document workflow—adding file attachments when sending documents for eSignature. Whether you’re a business professional, real estate agent, or anyone dealing with contracts and agreements, this feature ensures that all necessary files accompany your document, making the signing process seamless and comprehensive. Let's dive in and see how easy it is to use this feature in BoloSign.
1. Click on "PDF"
2. Upload the PDF that you need to send for signing
3. Fill all the details and click confirm
4. Click on the "Attachments" icon from the options
5. Click on the "Add attachment" button
6. Select a file that needs to be attached from your computer.
7. You can see your attachments that were attached
8. Send the PDF for signing.
9. Click on to the email invitation
10. Click on "Sign Now"
11. You'll be able to see the attached document towards the bottom of the PDF sent.
12. You can also click on the attachments icon towards the top of the PDF
13. You'll be able to see the attached files here as well
FAQs:
1. Can I attach multiple files to a single document in BoloSign?
Yes, BoloSign allows you to attach multiple files to a single document. You can include PDFs, images, or any other relevant documents that support your primary contract or agreement.
2. What file formats are supported for attachments in BoloSign?
BoloSign supports a variety of file formats, including PDFs, Word documents, Excel sheets, JPEGs, and PNGs. This flexibility ensures that you can attach any necessary documents without worrying about compatibility.
3. Is there a limit to the size of the attachments I can add?
Yes, there is a file size limit for attachments in BoloSign. The limit is designed to ensure smooth processing and quick loading times for all users. If your attachment exceeds the allowed size, consider compressing the file or splitting it into smaller parts.
Conclusion:
And that’s it! As you’ve seen, adding file attachments while sending documents for eSignature in BoloSign is a straightforward process that can significantly improve your document management. With everything in one place, you can ensure that signers have all the information they need at their fingertips, leading to faster and more informed decisions. Start using this feature today to streamline your workflows and enhance your document handling with BoloSign. Don't forget to like, share, and subscribe for more tips on getting the most out of BoloSign!