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Participant
March 30, 2023
Question

Add single page pdf to agreement

  • March 30, 2023
  • 2 replies
  • 588 views

i was using the free trial of adobe sign for 30 days and it worked to my likeing and was easy. now that i have paid for the service, the interface is different and i cant seem to do what i did previously. 

 

i send my clients a 2 page agreement prior to every one of my jobs. with the trial, i was able to add a single page pdf (an invoice) when using the template prior to sending for signature. 

 

after im a paid customer, everything is in a different place, the templates are "unsupported" and i had to rereate them all and now i cant add the invoice prior to sending the agreement. Super frustrated at this product. im coming from DocuSign. I think its garbage so far. Its so simple what i need, yet so difficult to seem to create.

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2 replies

Participant
April 16, 2023

bumping for help

Participant
March 30, 2023

Robert,

 

When sending a document out to be signed, after you type the recipients email address into the field, you will want to click more options.

 

You will then see the screen below in which you can upload additional files.

I hope this is what you were looking for.

Participant
April 2, 2023

 

i dont have that Option. Aftre this screen, i go right into the template