A document request refers to a specific type of web form that allows signers to upload and attach files or documents as part of the form submission process.
Find instructions on adding a form to the workflow in this article.
Follow the steps below to set up your form.
Click the Heading field to change its title, description and size. In the Properties tab you may change the field name and set the size of the Heading, if required.
2. Click the attachment field and proceed with its settings:
Field name: set a name for the field (not displayed to signers)
Required: the attachment field is mandatory for signers to fill out before they can submit the form
Attachment limit: set the number of files that can be uploaded to the form
File size limit: set the maximum allowed size for the files that the signer can attach to the form
Acceptable file formats: set the acceptable file formats that the signer can attach to the form.
All uploaded files can be downloaded in a ZIP file once the signer completes the form.
3. Click Complete to apply the changes.