Overview
Easily attach documents and files directly to agreements that need to be executed via DocuSign in LinkSquares Finalize. Get to signature faster by including everything you need in one envelope.
Note:
Attachments added to DocuSign envelopes will only reside in Finalize upon signature.
To learn more about executing agreements via DocuSign, reference our articles on DocuSign Integration in Finalize.
Process
Once an agreement reaches the Ready for Signature status, it can be sent out for signature via DocuSign. Agreement attachments can be included when executing agreements.
Click the paperclip icon at the top of the individual agreement view to add attachments to an agreement.
Browse locally or drag and drop the file(s) you want to be included as an attachment.
Once uploaded, attachments are stored within the Attachments section of the individual agreement view. To add additional attachments, click the + icon within this section.
Note: For best performance, DocuSign recommends restricting file uploads to no more than 5 MB.
Once the desired attachments are added to your agreement, select DocuSign from the eSignature drop-down next to the latest agreement version.
Mark the checkboxes next to eligible attachments to include in your DocuSign envelope within the Include attachments modal. This is optional.
Note: Ineligible attachments will be grayed out.
Click CONTINUE once complete.
You will be taken to DocuSign and prompted to log in.
Once within DocuSign, follow the standard processes for preparing to send an agreement out for signature (i.e., adding recipients, adding fields, etc.).
Click SEND once complete.
Note:
The signed PDF version in Finalize does not include the attachments selected when sent out for signature through DocuSign.