
Easier File Sharing with Documents!
Sending contracts just got a major upgrade. You can now attach supporting documents—like images or PDFs—directly to any document you send. Whether you're sending manually or through automation, your files will appear as real email attachments in the recipient's inbox.
This update makes it easier for your clients to receive everything they need in a single, clean email.
What’s New?
You can now:
Attach multiple files to any document
Use this inside both the Document Builder and Template Builder
Attachments are delivered as standard email attachments, making them easy for recipients to access and download
Supported File Types:
SVG
PNG
JPG
PDF
(Each file can be up to 15 MB)
How to Add Attachments Step by Step
1. Open the Document or Template
Head into the Document Builder or Template Builder and select the document you want to work on.
2. Locate the “Add Attachments” Option
In the left-hand panel under “Document settings,” find and click on Add Attachments.
3. Upload Your Files
You can drag and drop files directly or browse your computer to find them.
All uploads show progress in real-time
Remove a file anytime using the trash icon
4. Save Your Changes
Once your files are uploaded, click Save to lock in the attachments.
5. Send the Document
When you send the document—either manually or via a Workflow—the attachments go out with it as real email attachments. Recipients can download them straight from their inbox.
Why This Matters
Sending contracts and documents often involves extra back-and-forth to include images, diagrams, or additional paperwork. This new feature solves that by letting you bundle everything into one professional email.
Clients get everything they need up front—no confusion, no follow-ups.