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Attaching a PDF file to an agreement

You can upload your PDF file to be inserted either before or after the generated pages of the agreement.

Note

Regardless of whether the uploaded PDF is before or after the generated agreement, the signature page is always created as the last page of the agreement.

To append a PDF file to your agreement:

Note

You cannot make any changes to your Attach PDF file settings once the Plan document distribution has started. Make sure to recheck or modify the required settings before starting the distribution.

  1. Click on an existing Plan document tile.

  2. Click on the Agreement tab.

  3. Turn on the Attach a PDF file to an agreement toggle.

  4. Upload a PDF file from your local device or select a PDF from existing files.

    Note

    You can only attach one PDF file to your agreement with a size limit of 5 MB.

  5. Choose whether to append the PDF before or after the agreement.

You can also access this feature on the Routing and recipients tab, and the PDF file settings will be mirrored in the GeneratePDF node. You have the option to either save the same settings from the Agreement tab or establish new PDF file settings directly in the node.