How To Use It
Navigate to Contracts > Documents & Contracts
Open any document or template in the Document Builder.
In the left-hand “Document Settings” panel, locate Add Attachments and hit Upload.
Drag & Drop files or browse your computer. Supported formats: SVG, PNG, JPG, PDF (≤ 15 MB each).
Watch the real-time upload progress.
Save the document or template.
When you click Send (or when a Workflow sends it), the files will appear as standard email attachments for the recipient.
Why We Built It
To enable clients to send a single email that contains both the contract and all supporting documents.