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J
JoeRCIC
Participant
February 25, 2016
Answered

Recipient able to upload documents?

  • February 25, 2016
  • 2 replies
  • 10123 views

So my company is interested in this service to streamline new customers who sign up with us. However, they sometimes need to provide certain documents to us when signing up. Is there a way to let recipients upload a document and send it back with e-signature?

Also, I am interested in embedding the template to a webpage, can someone direct me to the proper information on how to do so?

Thank you

This topic has been closed for replies.
Correct answer Rijul Raj Khurana

Hello Joe,

Regarding the first scenario, you can use the file attachment field by dragging in the preview page and then send it out for signature.

For second workflow, if you are looking to embed the document in a website, you can use Widget functionality and can retrieve the JavaScript Code to embed in website. Below is the documentation for reference:

Create Widgets | Adobe eSign services

Regards,

-Rijul

2 replies

A
Anonymous
September 25, 2019

See here for the text tag for including attachment option for signer.

https://helpx.adobe.com/sign/using/text-tag.html#Supporting

Example - {{photo_es_:signer1:attachment:label("Photo")}}

    P
    producers finang32262595
    Participant
    May 21, 2020

    Love u! 

     

    Thanks! 

    M
    Mark1179
    Participant
    August 6, 2020

    I cant get this to work. Is there a sample form?

      R
      Rijul Raj KhuranaCorrect answer
      Inspiring
      February 28, 2016

      Hello Joe,

      Regarding the first scenario, you can use the file attachment field by dragging in the preview page and then send it out for signature.

      For second workflow, if you are looking to embed the document in a website, you can use Widget functionality and can retrieve the JavaScript Code to embed in website. Below is the documentation for reference:

      Create Widgets | Adobe eSign services

      Regards,

      -Rijul

      J
      JoeRCICAuthor
      Participant
      March 1, 2016

      Thank you for your reply Rijul, that was very useful for embedding.

      Regarding the uploading of documents, I am not trying to send more attachments, I am wanting to make the recipient upload an attachment and send it back to me. I have a template saved that I can send to someone to ask them to sign, however I need them to provide documentation such as a phone bill. Is this possible?

      R
      Rijul Raj Khurana
      Inspiring
      March 5, 2016

      Hello Joe,

      You can use the attachment field in order for signers to attach the document while signing the document.

      Regards,

      -Rijul

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