Sending attachments using One Touch™

Overview

• Introduction
• Send for signing
• Documents signees need to read & acknowledge
• Documents sent with the email
• Viewing sent attachments

Introduction

Attachments are categorised as Documents to read & acknowledge and Documents sent with the email.

Send for signing

To get started click Send for Signing to open the sending window.

This window now has additional sections for accompanying documents to your agreements.

Documents signees need to read & acknowledge

In addition to including a brief message to your signees, you are now able to include documents that must be read & acknowledged with the agreement. These documents must be scrolled through and reviewed with the agreement that is sent for signing and the renter must agree to the documents before clicking to sign.

View when signing

Documents sent with the email

It is also possible to send documents that simply attach to the signing email and do not necessarily need to be acknowledged and signed.

Note - Attachments only support the PDF filetype and has a total file size limit of 9MB

Viewing sent attachments

Documents sent as attachments are listed underneath the Signing Status window from within Vicforms.

These can be re-downloaded by clicking on the file name.

• A pen on paper icon indicates the document was to be read & acknowledged
• A paperclip icon indicates the document was sent with the signing email

Note - Attachments marked to be Read & Acknowledged can also be re-downloaded as part of the agreement from the Actions menu.