Introduction:
In his tutorial, we’re going to explore a feature that makes your document management even more powerful—collecting file attachments from your signees. Whether you need them to provide additional documents, IDs, or other supporting files during the signing process, BoloSign has you covered. This feature is particularly useful for professionals in real estate, finance, legal services, and more. Let’s get started and see how you can streamline your workflows by gathering all necessary documents directly from your signees.
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 "Collect File" button
5. Drag and drop the "Collect file" field to your desired position.
6. Click on "Send"
7. Click on "Sign Now
8. Your signees can upload files while signing
9. The attachment has been uploaded
10. Click on "Finish"
FAQs:
1. How do I request file attachments from signees in BoloSign?
When setting up your document for signature, you can add a field specifically for file uploads. This prompts the signee to attach any required documents during the signing process.
2. What types of files can signees upload as attachments?
Signees can upload a wide range of file types, including PDFs, Word documents, Excel sheets, JPEGs, and PNGs. This ensures flexibility in the types of supporting documents that can be attached.
3. Is there a limit to the number or size of files that signees can upload?
Yes, there is a limit to both the number of files and the total size that signees can upload. These limits are set to ensure smooth processing and quick uploads. If the files are too large, signees may need to compress them before uploading.
4. Can I specify the type of file I want signees to upload?
While you can’t restrict the specific file type within BoloSign, you can provide instructions in the document or within the upload field, indicating the preferred file formats (e.g., "Please upload your ID as a JPEG or PNG file").