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S
Stephen MRC
Participant
November 1, 2021
Answered

Attaching a Signed Document to a Document to be signed

  • November 1, 2021
  • 1 reply
  • 1154 views

I have a siutaion where I need to have tw documents signed (each by multiple persons). After the first document is signed, it needs to be attached to the second document, so that signatories to the second document knows the first document has beenduly signed. The first is a PD, which has to be signed by line manager and HR. The second is an authority to recuit form, to be siged by line manager, Finance maanger and CEO. They need "evidance" that the PD has been completed and duly signed off. I have tried combining documents as well as creating a portfolio, none of which seems to work. 

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Correct answer try67

You can't combine a signed document with another file, but you can create a Portfolio with the both of them.

Or you can attach the signed file directly, either via the Attachments panel or the Attach File commenting tool.

What exactly happens when you attempt to do any of these things, and what application (including version number) are you using?

1 reply

try67
Community Expert
try67Community ExpertCorrect answer
Community Expert
November 2, 2021

You can't combine a signed document with another file, but you can create a Portfolio with the both of them.

Or you can attach the signed file directly, either via the Attachments panel or the Attach File commenting tool.

What exactly happens when you attempt to do any of these things, and what application (including version number) are you using?

    S
    Stephen MRCAuthor
    Participant
    November 2, 2021

    The product identifies the version as follows:

    Core 21.1792, Continuous Release 2021.007.20099

    Yes I can create a portfolio, but as I mentioned in my previous post, I need to send the unsigned document in the portfolio for signature after creating the portfolio, and it does not seem to let me do that. The e-sign functionality is not available after I create the portfolio.

    The attach document option you have indicated seem to work, although I am yet to test it from the recipient end. Should be OK.

    Also found another option. When creating an e-sign document, on the panel where you add the signatories, the bottom left corner has a botton called "more options". On clicking that you get a slightly different screen for adding signatories, which has a option at the bottom to add more files. you can drag and drop the attachments there. 

    Thanks for your response.

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