How to add attachments to the document that needs to be send for signature?

[Panayiotis22495616ec1p]

Good morning team and Happy New Year !

I would like to find out more details of how the attachment works when we prepare a document to send out for signatures using Adobe Sign

For example i have a contract on which i want to add an attachment which needs to be visible to all recipients 

How is that done and will this document remain as attachment visible to all recipients after the document is signed ?

Thanks

Panayiotis

[MagentaSA · Accepted solution]

Happy New Year to you too. 

You are able to send the contract and any attachments by adding them before you send the document for signature, what happens is all files are presented as one agreement for signature (single document), to all those that need to sign.

Depending on the Adobe Sign plan you have in the business and enterprise version you can choose to have the documents returned as a single document or remain as seperate files (Accounts Tab > Global Settings > Merge Multiple Documents into One Document After Signing) - see attached screenshot.

If you need to send the contract and have the person signing add an attachment this can be done by using the File Attachment form field. This allows the signer to add files and they will be ammended to the contract - see attached screenshot for example.

[Panayiotis22495616ec1p]

Hello @MagentaSA ,

Thank you very much for your reply and information.

Well noted

[Meenakshi Negi]

Hi Panayiotis,

Adding to the above suggestion.

You may also refer to the information provided under Title More fields > File attachment in the following help document: https://helpx.adobe.com/sign/using/field-types.html.

Let us know if you have any questions.

Thanks,

Meenakshi

[Frederic5FF4]

Hello,

Is it possible to link an excel file to the file sent for signature ?  If yesn is there any restriction ?

[Allta Media]

Yes, you can upload an Excel file to send for signature.

[Frederic5FF4]

thank you for your confirmation ! Can you explain shortly how to do it ?

kind regards, Frederic

[Allta Media]

On the Send page, you can drag and drop or just select Add File to upload an Excel file for signature.

[Fernando5F87]

Hi,

I'm just starting to use adobe sign and when doing what you suggested the .xlxs file was automatically converted to pdf. 

Is there something I can do to keep the file as a spreadsheet?  

Regards, Fernando.

[Frances23248738gwl9]

When the document is finalized, save it and follow the steps below to add an electronic signature. Once signed, the document will be read-only.If you need to modify it, you must remove all ES from the document. Otherwise, the signatures will show as invalid when you check the modified document. To sign a document in Word or Excel 2007, select Prepare - Add Digital Signature in the main menu. In some versions, the button may be called Add Electronic Signature. In Word and Excel's 2016 or 2019 versions, you can sign a document through the "Protect Document" button. But in general, I use the index match formula program in Excel. It greatly simplifies the work and takes less time to prepare a document, so I recommend downloading this application together with Excel.