Below details the validations on allowed file types and maximum File Sizes in Finalize.
The same file types and file size also apply to Sign. Knowing this information before agreement creation will provide a smooth workflow.
Allowed File Types and Sizes in Finalize
Below are the file type validations for various actions a user may take in Finalize:
Workflow | Action | File Types Allowed | Maximum File Size |
Template Management | Uploading a new template file | .DOCX | 300MB |
Template Management | Attaching a file to an agreement file type question | DOC*, DOCX, PDF, XLS, XLSX, PPT, PPTX, MP3, GIF, JPEG, JPG, PNG, BMP, SVG, TXT, MP4, MPEG, MPG, MOV, WMV, AVI | 50MB |
Agreement Creation | Uploading a Signature-only agreement file | DOC*, DOCX, PDF, or XLSX | 300MB |
Agreement Creation | Uploading a 3rd party intake agreement file | DOC*, DOCX, PDF, or XLSX | 300MB |
Agreement Management | Uploading a new agreement version | DOC*, DOCX, PDF or XLSX | 300MB |
Agreement Management | Ingest attachments to an agreement via email intake |
DOC*, DOCX, PDF, XLS, XLSX, PPT, PPTX, MP3, GIF, JPEG, JPG, PNG, BMP, SVG, TXT, MP4, MPEG, MPG, MOV, WMV, AVI |
10MB (cumulative) |
Agreement Management | Send attachments via an outbound email |
DOC*, DOCX, PDF, XLS, XLSX, PPT, PPTX, MP3, GIF, JPEG, JPG, PNG, BMP, SVG, TXT, MP4, MPEG, MPG, MOV, WMV, AVI |
10MB (cumulative) |
Agreement Management | Add an attachment to an agreement | DOC*, DOCX, PDF, XLS, XLSX, PPT, PPTX, MP3, GIF, JPEG, JPG, PNG, BMP, SVG, TXT, MP4, MPEG, MPG, MOV, WMV, AVI | 10MB |
Agreement Management | Add an attachments to a task | DOC*, DOCX, PDF, XLS, XLSX, PPT, PPTX, MP3, GIF, JPEG, JPG, PNG, BMP, SVG, TXT, MP4, MPEG, MPG, MOV, WMV, AVI | 10MB |
Send Agreements for Signature | Send a file for signature via LS Sign | PDF, DOCX, and DOC* | 50MB |
Send Agreements for Signature | Send a file for signature via DocuSign | PDF, DOCX, and DOC* | 25MB |
*.DOC files are only accepted if your account has been enabled to accept .DOC files. If you need this feature enabled please reach out to your Customer Success Manager.